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 5,955 shares of DFIV stock, worth $285,304. This represents 0.04% of its overall portfolio holdings.

Number of Shares
5,955
Previous 6,240 4.57%
Holding current value
$285,304
Previous $267 Million 2.75%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Oct 30, 2025
SELL
$42.66 - $46.53 $12,158 - $13,261
-285 Reduced 4.57%
5,955 $275 Million
Q2 2025

Jul 21, 2025
BUY
$34.67 - $43.21 $216,340 - $269,630
6,240 New
6,240 $267 Million

Others Institutions Holding DFIV

# of Institutions
792
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFIV Quotes by TradingView
  • Ticker DFIV
  • Sector ETFs
  • Industry ETFs
More about DFIV
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