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Dimensional Etf Trust shares owned by Triad Financial Advisors

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

Historical chart of Triad Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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 $9.8M 396k 24.81
2023-06-30 $4.5M 179k 25.40
2023-03-31 $2.4M 96k 24.57

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

CI Private Wealth
Savant Capital Management
EP Wealth Advisors
Pathstone Holdings
Foster Group
Mosaic Family Wealth Partners
Truepoint
DiNuzzo Private Wealth
Cable Hill Partners
Summit Financial Strategies
WPWealth
Resources Investment Advisors
HighTower Advisors
Goss Wealth Management
EnRich Financial Partners

View all funds holding Dimensional Etf Trust