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 $400,899. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,431Holding current value
$400,899% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
339Shares Held
95.1MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$265 Million3.73% of portfolio
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Savant Capital, LLC6.57MShares$212 Million1.72% of portfolio
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Jmg Financial Group, Ltd.5.2MShares$168 Million5.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.43MShares$111 Million0.15% of portfolio
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Mather Group, Llc. Chicago, IL2.97MShares$95.8 Million1.18% of portfolio