Triad Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 332,715 shares of DFIC stock, worth $8.78 Million. This represents 2.91% of its overall portfolio holdings.
Number of Shares
332,715
Previous 217,460
53.0%
Holding current value
$8.78 Million
Previous $5.28 Million
47.2%
% of portfolio
2.91%
Previous 2.21%
Shares
6 transactions
Others Institutions Holding DFIC
# of Institutions
326Shares Held
197MCall Options Held
100Put Options Held
100-
Envestnet Asset Management Inc21.4MShares$566 Million0.22% of portfolio
-
Mercer Global Advisors Inc Denver, CO21.3MShares$561 Million1.62% of portfolio
-
Forum Financial Management, LP Lombard, IL16MShares$421 Million8.27% of portfolio
-
Evensky & Katz LLC5.55MShares$146 Million10.48% of portfolio
-
Rw Investment Management LLC Eagle, ID4.55MShares$120 Million16.95% of portfolio