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 $382,004. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,431Holding current value
$382,004% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
341Shares Held
95.3MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$252 Million3.73% of portfolio
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Savant Capital, LLC6.57MShares$202 Million1.72% of portfolio
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Jmg Financial Group, Ltd.5.2MShares$160 Million5.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.43MShares$105 Million0.15% of portfolio
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Mather Group, Llc. Chicago, IL2.97MShares$91.3 Million1.18% of portfolio