Triad Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 206,326 shares of DFUV stock, worth $8.68 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

206,326

Previous 209,207 1.38%

Holding current value

$8.68 Million

Previous $7.22 Million 2.74%

% of portfolio

2.63%

Previous 3.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$33.83 - $36.19 $97,464 - $104,263	-2,881 Reduced 1.38%	206,326 $7.02 Million
Q2 2023 Jul 31, 2023	SELL	$32.32 - $34.5 $1.29 Million - $1.38 Million	-39,993 Reduced 16.05%	209,207 $7.22 Million
Q1 2023 May 05, 2023	SELL	$31.9 - $35.83 $1.33 Million - $1.5 Million	-41,822 Reduced 14.37%	249,200 $8.34 Million
Q4 2022 Feb 14, 2023	BUY	$30.23 - $35.36 $4.94 Million - $5.78 Million	163,326 Added 127.9%	291,022 $9.74 Million
Q3 2022 Nov 04, 2022	BUY	$29.6 - $34.78 $1.27 Million - $1.5 Million	43,018 Added 50.8%	127,696 $3.78 Million
Q2 2022 Aug 11, 2022	BUY	$30.92 - $35.31 $2.62 Million - $2.99 Million	84,678 New	84,678 $2.68 Million

Others Institutions Holding DFUV

# of Institutions

702

Shares Held

275M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR US MARKETWI

Ticker DFUV
Sector ETFs
Industry ETFs

More about DFUV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Account

Triad Financial Advisors, Inc. Dimensional ETF Tr Us Marketwi Transaction History