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 $7.24 Million. This represents 2.4% of its overall portfolio holdings.
Number of Shares
274,503
Previous 140,898
94.82%
Holding current value
$7.24 Million
Previous $3.39 Million
88.84%
% of portfolio
2.4%
Previous 1.42%
Shares
6 transactions
Others Institutions Holding DFEM
# of Institutions
347Shares Held
132MCall Options Held
0Put Options Held
0-
Forum Financial Management, LP Lombard, IL15.6MShares$411 Million8.36% of portfolio
-
Ci Private Wealth, LLC Miami, FL5.76MShares$152 Million0.23% of portfolio
-
Truepoint, Inc.4.44MShares$117 Million3.42% of portfolio
-
High Tower Advisors, LLC Chicago, IL3.99MShares$105 Million0.16% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.96MShares$105 Million1.18% of portfolio