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 $8.9 Million. This represents 2.91% of its overall portfolio holdings.

Number of Shares

332,715

Previous 217,460 53.0%

Holding current value

$8.9 Million

Previous $5.28 Million 47.2%

% of portfolio

2.91%

Previous 2.21%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$23.25 - $25.17 $2.68 Million - $2.9 Million	115,255 Added 53.0%	332,715 $7.77 Million
Q2 2023 Jul 31, 2023	BUY	$23.45 - $24.88 $371,471 - $394,124	15,841 Added 7.86%	217,460 $5.28 Million
Q1 2023 May 05, 2023	SELL	$22.5 - $24.64 $473,467 - $518,499	-21,043 Reduced 9.45%	201,619 $4.85 Million
Q4 2022 Feb 14, 2023	BUY	$19.06 - $23.03 $1.19 Million - $1.44 Million	62,590 Added 39.1%	222,662 $4.98 Million
Q3 2022 Nov 04, 2022	BUY	$19.05 - $23.07 $2.14 Million - $2.59 Million	112,378 Added 235.62%	160,072 $3.07 Million
Q2 2022 Aug 11, 2022	BUY	$21.35 - $25.2 $1.02 Million - $1.2 Million	47,694 New	47,694 $1.03 Million

Others Institutions Holding DFIC

# of Institutions

381

Shares Held

239M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIC
Sector ETFs
Industry ETFs

More about DFIC

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 Dimensional Transaction History