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 $423,054. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,158
Previous 6,158
-0.0%
Holding current value
$423,054
Previous $337,000
4.15%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
851Shares Held
133MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio