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 35,824 shares of DFEV stock, worth $989,100. This represents 0.32% of its overall portfolio holdings.

Number of Shares

35,824

Previous 28,095 27.51%

Holding current value

$989,100

Previous $684,000 23.83%

% of portfolio

0.32%

Previous 0.29%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$23.53 - $25.86 $181,863 - $199,871	7,729 Added 27.51%	35,824 $847,000
Q2 2023 Jul 31, 2023	BUY	$23.36 - $25.06 $82,344 - $88,336	3,525 Added 14.35%	28,095 $684,000
Q1 2023 May 05, 2023	SELL	$22.4 - $24.52 $121,295 - $132,775	-5,415 Reduced 18.06%	24,570 $574,000
Q4 2022 Feb 14, 2023	BUY	$21.35 - $23.31 $77,735 - $84,871	3,641 Added 13.82%	29,985 $677,000
Q3 2022 Nov 04, 2022	BUY	$21.37 - $24.06 $562,971 - $633,836	26,344 New	26,344 $541,000

Others Institutions Holding DFEV

# of Institutions

129

Shares Held

15M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

More about DFEV

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