Triad Financial Advisors, Inc. Dimensional ETF Tr U S Small C Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 6,158 shares of DFAS stock, worth $376,192. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,158
Previous 6,158
-0.0%
Holding current value
$376,192
Previous $337,000
4.15%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
781Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$809 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$459 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$400 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$316 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$166 Million1.82% of portfolio