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

Triad Wealth Partners, LLC

  • $775 Billion
  • Q3 2025

A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 9,503 shares of DFAT stock, worth $541,100. This represents 0.07% of its overall portfolio holdings.

Number of Shares
9,503
Previous 9,943 4.43%
Holding current value
$541,100
Previous $537 Million 3.1%
% of portfolio
0.07%
Previous 0.11%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
SELL
$53.36 - $59.69 $23,478 - $26,263
-440 Reduced 4.43%
9,503 $553 Million
Q2 2025

Jul 21, 2025
BUY
$44.8 - $53.97 $88,972 - $107,184
1,986 Added 24.96%
9,943 $537 Million
Q1 2025

May 14, 2025
BUY
$50.44 - $58.1 $141,080 - $162,505
2,797 Added 54.21%
7,957 $410 Million
Q4 2024

Feb 06, 2025
BUY
$54.54 - $61.04 $281,426 - $314,966
5,160 New
5,160 $287 Million

Others Institutions Holding DFAT

# of Institutions
807
Shares Held
169M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email