Triad Wealth Partners, LLC Dimensional ETF Tr Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 11,981 shares of DFAU stock, worth $550,526. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,981
Previous 11,262
6.38%
Holding current value
$550,526
Previous $477 Million
14.92%
% of portfolio
0.07%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding DFAU
# of Institutions
546Shares Held
149MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$322 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$207 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$191 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.99MShares$184 Million2.05% of portfolio
-
Allworth Financial LP3.99MShares$183 Million0.83% of portfolio