Triad Financial Advisors, Inc. Dimensional ETF Tr Core Fxd In Put Options Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding DFCF

# of Institutions

329

Shares Held

87.7M

Call Options Held

0

Put Options Held

0

Truepoint, Inc.

10.5M
Shares

$437 Million
12.4% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.78M
Shares

$116 Million
11.43% of portfolio
Wp Wealth LLP Fort Worth, TX

2.66M
Shares

$111 Million
23.84% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

2.43M
Shares

$101 Million
1.24% of portfolio
Great Waters Wealth Management Minneapolis, MN

2.08M
Shares

$86.8 Million
12.12% of portfolio

About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

More about DFCF

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