Triad Financial Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 529,012 shares of DFCF stock, worth $22.1 Million. This represents 8.0% of its overall portfolio holdings.
Number of Shares
529,012
Previous 298,812
77.04%
Holding current value
$22.1 Million
Previous $12.5 Million
71.27%
% of portfolio
8.0%
Previous 5.22%
Shares
8 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$483 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$465 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$117 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$116 Million23.4% of portfolio