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 $365,169. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,158
Previous 6,158
-0.0%
Holding current value
$365,169
Previous $337,000
4.15%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
637Shares Held
101MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS10.7MShares$636 Million0.74% of portfolio
-
Index Fund Advisors, Inc.6.8MShares$403 Million23.9% of portfolio
-
Northern Trust Corp Chicago, IL6.15MShares$365 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC4.25MShares$252 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.73MShares$162 Million1.93% of portfolio