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 47,085 shares of DFAX stock, worth $1.51 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
47,085
Previous 46,923 0.35%
Holding current value
$1.51 Million
Previous $1.38 Billion 7.21%
% of portfolio
0.19%
Previous 0.28%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
$29.25 - $31.56 $4,738 - $5,112
162 Added 0.35%
47,085 $1.48 Billion
Q2 2025

Jul 21, 2025
BUY
$23.37 - $29.39 $1.1 Million - $1.38 Million
46,923 New
46,923 $1.38 Billion

Others Institutions Holding DFAX

# of Institutions
666
Shares Held
257M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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