Triad Financial Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 51,655 shares of DFUS stock, worth $3.11 Million. This represents 0.9% of its overall portfolio holdings.

Number of Shares

51,655

Previous 52,211 1.06%

Holding current value

$3.11 Million

Previous $2.51 Million 4.38%

% of portfolio

0.9%

Previous 1.05%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$46.29 - $49.87 $25,737 - $27,727	-556 Reduced 1.06%	51,655 $2.4 Million
Q2 2023 Jul 31, 2023	SELL	$43.77 - $48.16 $3,107 - $3,419	-71 Reduced 0.14%	52,211 $2.51 Million
Q1 2023 May 05, 2023	SELL	$41.24 - $45.43 $3.24 Million - $3.57 Million	-78,685 Reduced 60.08%	52,282 $2.32 Million
Q4 2022 Feb 14, 2023	SELL	$38.86 - $44.32 $208,561 - $237,865	-5,367 Reduced 3.94%	130,967 $5.45 Million
Q3 2022 Nov 04, 2022	BUY	$38.82 - $46.57 $175,233 - $210,216	4,514 Added 3.42%	136,334 $5.29 Million
Q2 2022 Aug 11, 2022	SELL	$39.62 - $49.51 $64,461 - $80,552	-1,627 Reduced 1.22%	131,820 $5.37 Million
Q1 2022 May 09, 2022	BUY	$45.16 - $52.01 $59,475 - $68,497	1,317 Added 1.0%	133,447 $6.54 Million
Q4 2021 May 09, 2022	BUY	$47.05 - $51.98 $6.22 Million - $6.87 Million	132,130 New	132,130 $6.83 Million

Others Institutions Holding DFUS

# of Institutions

735

Shares Held

163M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

More about DFUS

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Triad Financial Advisors, Inc. Dimensional ETF Tr U S Equity Transaction History