Triad Financial Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 274,503 shares of DFEM stock, worth $8.37 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

274,503

Previous 140,898 94.82%

Holding current value

$8.37 Million

Previous $3.39 Million 88.84%

% of portfolio

2.4%

Previous 1.42%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$23.16 - $25.43 $3.09 Million - $3.4 Million	133,605 Added 94.82%	274,503 $6.4 Million
Q2 2023 Jul 31, 2023	BUY	$23.0 - $24.82 $287,362 - $310,101	12,494 Added 9.73%	140,898 $3.39 Million
Q1 2023 May 05, 2023	BUY	$22.42 - $24.83 $486,827 - $539,158	21,714 Added 20.35%	128,404 $3.03 Million
Q4 2022 Feb 14, 2023	BUY	$20.21 - $23.44 $1.07 Million - $1.24 Million	53,052 Added 98.91%	106,690 $2.4 Million
Q3 2022 Nov 04, 2022	BUY	$20.44 - $24.05 $687,826 - $809,306	33,651 Added 168.36%	53,638 $1.1 Million
Q2 2022 Aug 11, 2022	BUY	$23.26 - $25.86 $464,897 - $516,863	19,987 New	19,987 $470,000

Others Institutions Holding DFEM

# of Institutions

455

Shares Held

166M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEM
Sector ETFs
Industry ETFs

More about DFEM

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 Emerging Mk Transaction History