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 $416,711. This represents 0.12% of its overall portfolio holdings.

Number of Shares
6,158
Previous 6,158 -0.0%
Holding current value
$416,711
Previous $337,000 4.15%
% of portfolio
0.12%
Previous 0.14%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 04, 2022
SELL
$46.47 - $55.84 $13,941 - $16,752
-300 Reduced 4.65%
6,158 $286,000
Q2 2022

Aug 11, 2022
BUY
$46.65 - $56.4 $70,021 - $84,656
1,501 Added 30.28%
6,458 $310,000
Q1 2022

May 09, 2022
SELL
$53.45 - $60.82 $13,629 - $15,509
-255 Reduced 4.89%
4,957 $278,000
Q4 2021

May 09, 2022
BUY
$56.67 - $63.93 $295,364 - $333,203
5,212 New
5,212 $313,000

Others Institutions Holding DFAS

# of Institutions
722
Shares Held
111M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S SMALL C

DFAS Quotes by TradingView
  • Ticker DFAS
  • Sector ETFs
  • Industry ETFs
More about DFAS
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email