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 11,262 shares of DFAU stock, worth $491,698. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,262

Holding current value

$491,698

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 21, 2025	BUY	$34.04 - $42.36 $383,358 - $477,058	11,262 New	11,262 $477 Million

Others Institutions Holding DFAU

# of Institutions

526

Shares Held

140M

Call Options Held

30.6K

Put Options Held

700

Rvw Wealth, LLC

4.33M
Shares

$189 Million
17.14% of portfolio
Parsec Financial Management, Inc.

4.15M
Shares

$181 Million
5.04% of portfolio
Allworth Financial LP

3.81M
Shares

$167 Million
0.8% of portfolio
Resources Investment Advisors, Llc. Overland Park, KS

3.77M
Shares

$164 Million
1.91% of portfolio
Modera Wealth Management, LLC

3.47M
Shares

$151 Million
1.86% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFAU
Sector ETFs
Industry ETFs

More about DFAU

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Triad Wealth Partners, LLC Dimensional ETF Tr Transaction History