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%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$25.64 - $27.32 $4.21 Million - $4.49 Million	164,225 Added 47.35%	511,060 $13.1 Million
Q2 2023 Jul 31, 2023	BUY	$24.51 - $26.54 $539,955 - $584,676	22,030 Added 6.78%	346,835 $9.21 Million
Q1 2023 May 05, 2023	BUY	$23.91 - $25.61 $1.64 Million - $1.76 Million	68,715 Added 26.83%	324,805 $8.17 Million
Q4 2022 Feb 14, 2023	BUY	$21.59 - $25.35 $2.31 Million - $2.71 Million	106,898 Added 71.65%	256,090 $6.15 Million
Q3 2022 Nov 04, 2022	BUY	$21.34 - $25.56 $1.08 Million - $1.29 Million	50,544 Added 51.24%	149,192 $3.18 Million
Q2 2022 Aug 11, 2022	BUY	$21.86 - $26.49 $1.69 Million - $2.05 Million	77,293 Added 361.94%	98,648 $2.22 Million
Q1 2022 May 09, 2022	BUY	$24.43 - $26.86 $521,702 - $573,595	21,355 New	21,355 $562,000

Others Institutions Holding DUHP

# of Institutions

419

Shares Held

229M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DUHP
Sector ETFs
Industry ETFs

More about DUHP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Account

Triad Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History