Triad Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 206,326 shares of DFUV stock, worth $8.1 Million. This represents 2.63% of its overall portfolio holdings.
Number of Shares
206,326
Previous 209,207
1.38%
Holding current value
$8.1 Million
Previous $7.22 Million
2.74%
% of portfolio
2.63%
Previous 3.02%
Shares
6 transactions
Others Institutions Holding DFUV
# of Institutions
592Shares Held
242MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO25.8MShares$1.01 Billion3.0% of portfolio
-
Envestnet Asset Management Inc24MShares$942 Million0.37% of portfolio
-
Savant Capital, LLC16.6MShares$651 Million7.85% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.5MShares$569 Million6.73% of portfolio
-
Ci Private Wealth, LLC Miami, FL11MShares$430 Million0.71% of portfolio