Triad Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 35,283 shares of DFAU stock, worth $1.44 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

35,283

Previous 30,917 14.12%

Holding current value

$1.44 Million

Previous $958,000 10.23%

% of portfolio

0.4%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$29.79 - $32.13 $130,063 - $140,279	4,366 Added 14.12%	35,283 $1.06 Million
Q2 2023 Jul 31, 2023	BUY	$28.25 - $30.99 $84,608 - $92,815	2,995 Added 10.73%	30,917 $958,000
Q1 2023 May 05, 2023	SELL	$26.87 - $29.65 $14,079 - $15,536	-524 Reduced 1.84%	27,922 $803,000
Q4 2022 Feb 14, 2023	SELL	$25.24 - $28.83 $101,969 - $116,473	-4,040 Reduced 12.44%	28,446 $768,000
Q3 2022 Nov 04, 2022	BUY	$25.15 - $30.14 $2,238 - $2,682	89 Added 0.27%	32,486 $817,000
Q2 2022 Aug 11, 2022	BUY	$25.69 - $31.79 $283,566 - $350,898	11,038 Added 51.68%	32,397 $856,000
Q1 2022 May 09, 2022	BUY	$29.18 - $33.24 $283,950 - $323,458	9,731 Added 83.69%	21,359 $673,000
Q4 2021 May 09, 2022	BUY	$30.17 - $33.15 $350,816 - $385,468	11,628 New	11,628 $384,000

Others Institutions Holding DFAU

# of Institutions

412

Shares Held

110M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

Track This Portfolio

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.

Account

Triad Financial Advisors, Inc. Dimensional ETF Tr Transaction History