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Dimensional Etf Trust shares owned by Triad Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) shares owned by Triad Financial Advisors from 13F filings

Historical chart of Triad Financial Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Triad Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Triad Financial Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $6.4M 275k 23.31
2023-06-30 $3.4M 141k 24.05
2023-03-31 $3.0M 128k 23.59
2022-12-31 $2.4M 107k 22.46
2022-09-30 $1.1M 54k 20.43
2022-06-30 $470k 20k 23.52

More positions owned by Triad Financial Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Apple (AAPL)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Schwab Charles Family Amt Tax Free Mny (SCTXX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Triad Financial Advisors

Top funds holding Dimensional Etf Trust

Forum Financial Management
CI Private Wealth
Colony
Truepoint
HighTower Advisors
Buckingham Asset Management
Buckingham Strategic Partners
Parcion Private Wealth
Asset Dedication
Heritage Financial Services
Evensky & Katz
Carlson Capital Management
BKD Wealth Advisors
RW Investment Management
Hill Investment Group Partners

View all funds holding Dimensional Etf Trust