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 $1.42 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares

35,283

Previous 30,917 14.12%

Holding current value

$1.42 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

413

Shares Held

108M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

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Triad Financial Advisors, Inc. Dimensional ETF Tr Transaction History