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Dimensional Etf Trust shares owned by Triad Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) 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 $848k 36k 23.67
2023-06-30 $685k 28k 24.37
2023-03-31 $574k 25k 23.38
2022-12-31 $678k 30k 22.61
2022-09-30 $541k 26k 20.54

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

Asset Dedication
Comprehensive Portfolio Management
Jones Financial Companies, L.L
HighTower Advisors
Raymond James Financial
FMR
True Wealth Design
Sensible Money
Marquette Asset Management
Beacon Pointe Advisors
Burns Wealth Management
Evanson Asset Management
Janney Montgomery Scott
Cambridge Financial Group
Strata Wealth Advisors

View all funds holding Dimensional Etf Trust