Triad Financial Advisors, Inc. Dimensional ETF Tr Emerging Mk Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 35,824 shares of DFEV stock, worth $946,828. This represents 0.32% of its overall portfolio holdings.
Number of Shares
35,824
Previous 28,095
27.51%
Holding current value
$946,828
Previous $684,000
23.83%
% of portfolio
0.32%
Previous 0.29%
Shares
5 transactions
Others Institutions Holding DFEV
# of Institutions
165Shares Held
19.6MCall Options Held
0Put Options Held
0-
Asset Dedication, LLC2.48MShares$65.6 Million5.21% of portfolio
-
Ritholtz Wealth Management1.02MShares$26.9 Million0.79% of portfolio
-
High Tower Advisors, LLC Chicago, IL988KShares$26.1 Million0.04% of portfolio
-
True Wealth Design, LLC Akron, OH786KShares$20.8 Million8.74% of portfolio
-
Marquette Asset Management, LLC643KShares$17 Million2.76% of portfolio