Triad Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Triad Wealth Partners, LLC

  • $322 Billion
  • Q1 2025

A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 20,052 shares of DFSV stock, worth $565,265. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,052
Holding current value
$565,265
% of portfolio
0.18%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$27.56 - $32.1 $552,633 - $643,669
20,052 New
20,052 $564 Million

Others Institutions Holding DFSV

# of Institutions
438
Shares Held
120M
Call Options Held
10.7K
Put Options Held
5.5K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFSV Quotes by TradingView
  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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