Triad Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,735,187 shares of DFAC stock, worth $59.9 Million. This represents 17.03% of its overall portfolio holdings.

Number of Shares

1,735,187

Previous 1,641,333 5.72%

Holding current value

$59.9 Million

Previous $44.6 Million 2.02%

% of portfolio

17.03%

Previous 18.67%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$26.05 - $28.22 $2.44 Million - $2.65 Million	93,854 Added 5.72%	1,735,187 $45.5 Million
Q2 2023 Jul 31, 2023	BUY	$24.86 - $27.15 $616,329 - $673,102	24,792 Added 1.53%	1,641,333 $44.6 Million
Q1 2023 May 05, 2023	SELL	$24.18 - $26.58 $1.84 Million - $2.02 Million	-76,125 Reduced 4.5%	1,616,541 $41.2 Million
Q4 2022 Feb 14, 2023	SELL	$22.49 - $25.81 $245,748 - $282,025	-10,927 Reduced 0.64%	1,692,666 $41.1 Million
Q3 2022 Nov 04, 2022	SELL	$22.24 - $26.54 $653,099 - $779,373	-29,366 Reduced 1.69%	1,703,593 $37.9 Million
Q2 2022 Aug 11, 2022	SELL	$22.75 - $27.77 $1.28 Million - $1.57 Million	-56,440 Reduced 3.15%	1,732,959 $40.4 Million
Q1 2022 May 09, 2022	BUY	$25.76 - $29.21 $620,017 - $703,055	24,069 Added 1.36%	1,789,399 $49.4 Million
Q4 2021 May 09, 2022	BUY	$26.63 - $29.09 $47 Million - $51.4 Million	1,765,330 New	1,765,330 $51.1 Million

Others Institutions Holding DFAC

# of Institutions

1,056

Shares Held

797M

Call Options Held

40K

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S CORE EQ

Ticker DFAC
Sector ETFs
Industry ETFs

More about DFAC

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Triad Financial Advisors, Inc. Dimensional ETF Tr U S Core Eq Transaction History