Triad Financial Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 24,918 shares of DFNM stock, worth $1.19 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

24,918

Previous 27,184 8.34%

Holding current value

$1.19 Million

Previous $1.29 Million 10.59%

% of portfolio

0.43%

Previous 0.54%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$46.44 - $47.81 $105,233 - $108,337	-2,266 Reduced 8.34%	24,918 $1.16 Million
Q2 2023 Jul 31, 2023	BUY	$47.15 - $48.62 $47 - $48	1 Added 0.0%	27,184 $1.29 Million
Q1 2023 May 05, 2023	BUY	$47.4 - $48.69 $207,943 - $213,603	4,387 Added 19.24%	27,183 $1.31 Million
Q4 2022 Feb 14, 2023	BUY	$46.53 - $48.03 $59,604 - $61,526	1,281 Added 5.95%	22,796 $1.09 Million
Q3 2022 Nov 04, 2022	BUY	$46.96 - $48.89 $749,528 - $780,333	15,961 Added 287.38%	21,515 $1 Million

Q2 2022 Aug 11, 2022	SELL	$47.55 - $48.44 $92,484 - $94,215	-1,945 Reduced 25.94%	5,554 $267,000
Q1 2022 May 09, 2022	BUY	$48.37 - $50.36 $362,726 - $377,649	7,499 New	7,499 $363,000

Others Institutions Holding DFNM

# of Institutions

171

Shares Held

20.2M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR NATL MUN BD

Ticker DFNM
Sector ETFs
Industry ETFs

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Triad Financial Advisors, Inc. Dimensional ETF Tr Natl Mun Bd Transaction History