Triad Financial Advisors, Inc. Dimensional ETF Tr Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 634,025 shares of DFAI stock, worth $23.5 Million. This represents 6.2% of its overall portfolio holdings.

Number of Shares

634,025

Previous 367,151 72.69%

Holding current value

$23.5 Million

Previous $10 Million 65.04%

% of portfolio

6.2%

Previous 4.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$26.0 - $28.17 $6.94 Million - $7.52 Million	266,874 Added 72.69%	634,025 $16.6 Million
Q2 2023 Jul 31, 2023	BUY	$26.46 - $28.05 $339,137 - $359,516	12,817 Added 3.62%	367,151 $10 Million
Q1 2023 May 05, 2023	BUY	$25.21 - $27.45 $797,266 - $868,106	31,625 Added 9.8%	354,334 $9.55 Million
Q4 2022 Feb 14, 2023	BUY	$21.47 - $25.85 $2.15 Million - $2.59 Million	100,014 Added 44.91%	322,709 $8.08 Million
Q3 2022 Nov 04, 2022	BUY	$21.44 - $25.78 $1.15 Million - $1.38 Million	53,485 Added 31.61%	222,695 $4.8 Million

Q2 2022 Aug 11, 2022	BUY	$23.87 - $28.49 $2.19 Million - $2.61 Million	91,655 Added 118.18%	169,210 $4.09 Million
Q1 2022 May 09, 2022	BUY	$25.94 - $30.08 $996,562 - $1.16 Million	38,418 Added 98.16%	77,555 $2.18 Million
Q4 2021 May 09, 2022	BUY	$28.27 - $30.4 $1.11 Million - $1.19 Million	39,137 New	39,137 $1.16 Million

Others Institutions Holding DFAI

# of Institutions

711

Shares Held

283M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAI
Sector ETFs
Industry ETFs

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Triad Financial Advisors, Inc. Dimensional ETF Tr Transaction History