Number of Shares
634,025.00
Current Holdings Value*
$16.55 Mil
% of Portfolio
5.95%
Total Estimate Gain
$5.15 Mil
% of Total Estimate Gain
30.78%

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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