Triad Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 14, 2023	BUY	$19.45 - $22.52 $349,535 - $404,706	17,971 New	17,971 $380,000

Others Institutions Holding DFAR

# of Institutions

263

Shares Held

43.3M

Call Options Held

27.2K

Put Options Held

10K

Vista Wealth Management Group, LLC

3.13M
Shares

$74 Million
5.07% of portfolio
High Tower Advisors, LLC Chicago, IL

2.55M
Shares

$60.2 Million
0.08% of portfolio
Prudential Financial Inc Newark, NJ

2.34M
Shares

$55.4 Million
0.08% of portfolio
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA

2.01M
Shares

$47.6 Million
11.74% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

1.73M
Shares

$40.9 Million
3.75% of portfolio

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFAR
Sector ETFs
Industry ETFs

More about DFAR

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