Triad Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History

Triad Wealth Partners, LLC

$495 Billion
Q2 2025

A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 168,808 shares of DFAC stock, worth $6.21 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

168,808

Previous 49,260 242.69%

Holding current value

$6.21 Million

Previous $1.63 Billion 272.29%

% of portfolio

1.22%

Previous 0.51%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	BUY	$29.12 - $35.84 $3.48 Million - $4.28 Million	119,548 Added 242.69%	168,808 $6.05 Billion
Q1 2025 May 14, 2025	BUY	$32.42 - $36.13 $1.2 Million - $1.34 Million	37,114 Added 305.57%	49,260 $1.63 Billion
Q4 2024 Feb 06, 2025	BUY	$33.92 - $36.6 $411,992 - $444,543	12,146 New	12,146 $420 Million

Others Institutions Holding DFAC

# of Institutions

1,113

Shares Held

822M

Call Options Held

46.6K

Put Options Held

600

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Triad Wealth Partners, LLC Dimensional ETF Tr U S Core Eq Transaction History