Triad Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History

Triad Wealth Partners, LLC

  • $495 Billion
  • Q2 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 39,697 shares of DFSV stock, worth $1.19 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
39,697
Previous 20,052 97.97%
Holding current value
$1.19 Million
Previous $564 Million 106.97%
% of portfolio
0.24%
Previous 0.18%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$24.21 - $29.47 $475,605 - $578,938
19,645 Added 97.97%
39,697 $1.17 Billion
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
475
Shares Held
132M
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
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