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 $370,443. This represents 0.12% of its overall portfolio holdings.
Number of Shares
12,431Holding current value
$370,443% of portfolio
0.12%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
414Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$240 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$227 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$162 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$124 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$118 Million0.19% of portfolio