Triad Financial Advisors, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 48,681 shares of DFAT stock, worth $2.52 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

48,681

Previous 43,731 11.32%

Holding current value

$2.52 Million

Previous $2.03 Million 9.66%

% of portfolio

0.83%

Previous 0.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$45.07 - $49.71 $223,096 - $246,064	4,950 Added 11.32%	48,681 $2.22 Million
Q2 2023 Jul 31, 2023	BUY	$41.44 - $46.39 $190,831 - $213,625	4,605 Added 11.77%	43,731 $2.03 Million
Q1 2023 May 05, 2023	SELL	$42.38 - $49.75 $92,091 - $108,106	-2,173 Reduced 5.26%	39,126 $1.74 Million
Q4 2022 Feb 14, 2023	BUY	$43.22 - $46.91 $107,315 - $116,477	2,483 Added 6.4%	41,299 $1.82 Million
Q3 2022 Nov 04, 2022	BUY	$39.41 - $46.6 $535,148 - $632,781	13,579 Added 53.81%	38,816 $1.51 Million

Q2 2022 Aug 11, 2022	BUY	$39.72 - $47.15 $174,688 - $207,365	4,398 Added 21.1%	25,237 $1.02 Million
Q1 2022 May 09, 2022	BUY	$44.35 - $48.64 $110,697 - $121,405	2,496 Added 13.61%	20,839 $971,000
Q4 2021 May 09, 2022	BUY	$44.48 - $49.36 $815,896 - $905,410	18,343 New	18,343 $872,000

Others Institutions Holding DFAT

# of Institutions

629

Shares Held

151M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

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Triad Financial Advisors, Inc. Dimensional ETF Tr U S Target Transaction History