TRIAD FINANCIAL ADVISORS, INC. DFAI Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Dimensional International Core Equity Market ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 634,025.00 shares of Dimensional International Core Equity Market ETF(DFAI), totaling $16.55 Mil. This investment constitutes 5.95% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0.5% of the outstanding Dimensional International Core Equity Market ETF(DFAI) stock.
The initial trade took place in 2021Q4. And since then TRIAD FINANCIAL ADVISORS, INC. has made 7 purchases of DFAI, at an average price of $26.38, for a total of 634,025.00 shares. Based on historical transaction data and DFAI's current price of $34.50, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his DFAI holdings is $5.15 Mil, reflecting a 30.78% gain to date.
TRIAD FINANCIAL ADVISORS, INC. DFAI ($34.50) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. DFAI ($34.50) 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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