Triad Financial Advisors, Inc. Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 6,158 shares of DFAS stock, worth $413,509. This represents 0.12% of its overall portfolio holdings.
Number of Shares
6,158
Previous 6,158
-0.0%
Holding current value
$413,509
Previous $337,000
4.15%
% of portfolio
0.12%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
870Shares Held
137MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$393 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio