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 511,060 shares of DUHP stock, worth $18.5 Million. This represents 4.92% of its overall portfolio holdings.
Number of Shares
511,060
Previous 346,835
47.35%
Holding current value
$18.5 Million
Previous $9.21 Million
42.63%
% of portfolio
4.92%
Previous 3.86%
Shares
7 transactions
Others Institutions Holding DUHP
# of Institutions
419Shares Held
229MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio