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 $944,678. This represents 0.32% of its overall portfolio holdings.

Number of Shares
35,824
Previous 28,095 27.51%
Holding current value
$944,678
Previous $684,000 23.83%
% of portfolio
0.32%
Previous 0.29%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$20.51 - $23.31 $74,676 - $84,871
3,641 Added 13.82%
29,985 $677,000
Q3 2022

Nov 04, 2022
BUY
$20.52 - $24.06 $540,578 - $633,836
26,344 New
26,344 $541,000

Others Institutions Holding DFEV

# of Institutions
160
Shares Held
18.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR EMERGING MK

DFEV Quotes by TradingView
  • Ticker DFEV
  • Sector ETFs
  • Industry ETFs
More about DFEV
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