Triad Wealth Partners, LLC Dimensional ETF Tr Transaction History
Triad Wealth Partners, LLC
- $495 Billion
- Q2 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 11,323 shares of DFAI stock, worth $398,569. This represents 0.08% of its overall portfolio holdings.
Number of Shares
11,323Holding current value
$398,569% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
674Shares Held
244MCall Options Held
500Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$567 Million0.75% of portfolio
-
Envestnet Asset Management Inc9.25MShares$326 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC7.01MShares$247 Million0.02% of portfolio
-
Sym Financial Corp6.61MShares$233 Million25.8% of portfolio
-
Coldstream Capital Management Inc5.79MShares$204 Million3.34% of portfolio