Triad Wealth Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 18,012 shares of DFUS stock, worth $1.31 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
18,012
Previous 17,634
2.14%
Holding current value
$1.31 Million
Previous $1.18 Billion
10.4%
% of portfolio
0.17%
Previous 0.24%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
833Shares Held
203MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
-
Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$333 Million10.66% of portfolio