Triad Financial Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 616,393 shares of DFSD stock, worth $29.7 Million. This represents 10.71% of its overall portfolio holdings.

Number of Shares

616,393

Previous 491,554 25.4%

Holding current value

$29.7 Million

Previous $22.8 Million 25.48%

% of portfolio

10.71%

Previous 9.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	BUY	$46.24 - $46.65 $5.77 Million - $5.82 Million	124,839 Added 25.4%	616,393 $28.6 Million
Q2 2023 Jul 31, 2023	SELL	$46.28 - $46.83 $498,157 - $504,078	-10,764 Reduced 2.14%	491,554 $22.8 Million
Q1 2023 May 05, 2023	BUY	$46.1 - $46.75 $795,962 - $807,185	17,266 Added 3.56%	502,318 $23.4 Million
Q4 2022 Feb 14, 2023	SELL	$45.19 - $46.47 $4.04 Million - $4.16 Million	-89,486 Reduced 15.58%	485,052 $22.4 Million
Q3 2022 Nov 04, 2022	BUY	$45.55 - $47.51 $136,467 - $142,339	2,996 Added 0.52%	574,538 $26.4 Million

Q2 2022 Aug 11, 2022	BUY	$46.22 - $47.82 $6.02 Million - $6.23 Million	130,322 Added 29.54%	571,542 $26.8 Million
Q1 2022 May 09, 2022	BUY	$47.69 - $49.94 $14.3 Million - $15 Million	299,567 Added 211.48%	441,220 $21.1 Million
Q4 2021 May 09, 2022	BUY	$49.93 - $50.13 $7.07 Million - $7.1 Million	141,653 New	141,653 $7.08 Million

Others Institutions Holding DFSD

# of Institutions

388

Shares Held

84.7M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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Triad Financial Advisors, Inc. Dimensional ETF Tr Short Durat Transaction History