Triad Financial Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 529,012 shares of DFCF stock, worth $22.6 Million. This represents 8.0% of its overall portfolio holdings.

Number of Shares

529,012

Previous 298,812 77.04%

Holding current value

$22.6 Million

Previous $12.5 Million 71.27%

% of portfolio

8.0%

Previous 5.22%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$40.3 - $42.05 $9.28 Million - $9.68 Million	230,200 Added 77.04%	529,012 $21.4 Million
Q2 2023 Jul 31, 2023	BUY	$41.55 - $42.94 $748,647 - $773,692	18,018 Added 6.42%	298,812 $12.5 Million
Q1 2023 May 05, 2023	BUY	$41.26 - $43.27 $981,327 - $1.03 Million	23,784 Added 9.25%	280,794 $11.9 Million
Q4 2022 Feb 14, 2023	SELL	$39.82 - $42.74 $347,907 - $373,419	-8,737 Reduced 3.29%	257,010 $10.7 Million
Q3 2022 Nov 04, 2022	BUY	$40.64 - $44.91 $1.54 Million - $1.7 Million	37,797 Added 16.58%	265,747 $10.9 Million

Q2 2022 Aug 11, 2022	SELL	$42.49 - $46.23 $392,990 - $427,581	-9,249 Reduced 3.9%	227,950 $9.94 Million
Q1 2022 May 09, 2022	BUY	$45.81 - $49.82 $131,108 - $142,584	2,862 Added 1.22%	237,199 $11 Million
Q4 2021 May 09, 2022	BUY	$49.84 - $50.46 $11.7 Million - $11.8 Million	234,337 New	234,337 $11.7 Million

Others Institutions Holding DFCF

# of Institutions

442

Shares Held

138M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR CORE FXD IN

Ticker DFCF
Sector ETFs
Industry ETFs

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Triad Financial Advisors, Inc. Dimensional ETF Tr Core Fxd In Transaction History