Triad Wealth Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 7,447 shares of DFCF stock, worth $318,955. This represents 0.04% of its overall portfolio holdings.
Number of Shares
7,447Holding current value
$318,955% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$493 Million12.43% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$130 Million10.8% of portfolio
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True Link Financial Advisors, LLC2.82MShares$121 Million8.26% of portfolio
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Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
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Great Waters Wealth Management Minneapolis, MN2.76MShares$118 Million13.94% of portfolio