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 $3.07 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
51,655
Previous 52,211
1.06%
Holding current value
$3.07 Million
Previous $2.51 Million
4.38%
% of portfolio
0.9%
Previous 1.05%
Shares
8 transactions
Others Institutions Holding DFUS
# of Institutions
595Shares Held
113MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO7.66MShares$455 Million4.95% of portfolio
-
Index Fund Advisors, Inc.5.99MShares$356 Million19.27% of portfolio
-
Plancorp, LLC5.12MShares$304 Million12.7% of portfolio
-
Envestnet Asset Management Inc4.2MShares$250 Million0.09% of portfolio
-
Mercer Global Advisors Inc Denver, CO3.79MShares$225 Million0.61% of portfolio