Triad Financial Advisors, Inc. Dimensional ETF Tr Dimensional Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 12,431 shares of DFSV stock, worth $396,300. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,431Holding current value
$396,300% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
352Shares Held
95.6MCall Options Held
10.1KPut Options Held
0-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$243 Million3.5% of portfolio
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Savant Capital, LLC6.57MShares$209 Million1.72% of portfolio
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Jmg Financial Group, Ltd.5.2MShares$166 Million5.67% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$133 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.43MShares$109 Million0.15% of portfolio