TRIAD FINANCIAL ADVISORS, INC. DFAC Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 1.74 Mil shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $45.46 Mil. This investment constitutes 16.33% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0.24% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2021Q4. And since then TRIAD FINANCIAL ADVISORS, INC. has made 3 purchases of DFAC, at an average price of $28.00, for a total of 1.91 Mil shares. In addition, there have been 4 sales at an average price of $25.11 for 172,858.00 shares. Based on historical transaction data and DFAC's current price of $36.38, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his DFAC holdings is $14.04 Mil, reflecting a 26.28% gain to date.
TRIAD FINANCIAL ADVISORS, INC. DFAC ($36.38) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. DFAC ($36.38) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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