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 12,431 shares of DFSV stock, worth $394,187. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,431Holding current value
$394,187% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
481Shares Held
131MCall Options Held
0Put Options Held
0-
Savant Capital, LLC11.8MShares$373 Million2.26% of portfolio
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Mather Group, Llc. Chicago, IL6.51MShares$206 Million2.11% of portfolio
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Ci Private Wealth, LLC Miami, FL5.8MShares$184 Million0.25% of portfolio
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Jmg Financial Group, Ltd.5.43MShares$172 Million5.05% of portfolio
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Cerity Partners LLC New York, NY3.46MShares$110 Million0.18% of portfolio