Triad Financial Advisors, Inc. Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 48,681 shares of DFAT stock, worth $2.53 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

48,681

Previous 43,731 11.32%

Holding current value

$2.53 Million

Previous $2.03 Million 9.66%

% of portfolio

0.83%

Previous 0.85%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$45.07 - $49.71 $223,096 - $246,064	4,950 Added 11.32%	48,681 $2.22 Million
Q2 2023 Jul 31, 2023	BUY	$41.44 - $46.39 $190,831 - $213,625	4,605 Added 11.77%	43,731 $2.03 Million
Q1 2023 May 05, 2023	SELL	$42.38 - $49.75 $92,091 - $108,106	-2,173 Reduced 5.26%	39,126 $1.74 Million
Q4 2022 Feb 14, 2023	BUY	$40.24 - $46.91 $99,915 - $116,477	2,483 Added 6.4%	41,299 $1.82 Million
Q3 2022 Nov 04, 2022	BUY	$38.84 - $46.6 $527,408 - $632,781	13,579 Added 53.81%	38,816 $1.51 Million
Q2 2022 Aug 11, 2022	BUY	$39.72 - $47.15 $174,688 - $207,365	4,398 Added 21.1%	25,237 $1.02 Million
Q1 2022 May 09, 2022	BUY	$44.35 - $48.64 $110,697 - $121,405	2,496 Added 13.61%	20,839 $971,000
Q4 2021 May 09, 2022	BUY	$44.48 - $49.36 $815,896 - $905,410	18,343 New	18,343 $872,000

Others Institutions Holding DFAT

# of Institutions

749

Shares Held

168M

Call Options Held

500

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Account

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