TRIAD FINANCIAL ADVISORS, INC. DFEM Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Dimensional Emerging Markets Core Equity 2 ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 274,503.00 shares of Dimensional Emerging Markets Core Equity 2 ETF(DFEM), totaling $6.40 Mil. This investment constitutes 2.3% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0.38% of the outstanding Dimensional Emerging Markets Core Equity 2 ETF(DFEM) stock.
The initial trade took place in 2022Q2. And since then TRIAD FINANCIAL ADVISORS, INC. has made 6 purchases of DFEM, at an average price of $23.52, for a total of 274,503.00 shares. Based on historical transaction data and DFEM's current price of $29.81, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his DFEM holdings is $1.73 Mil, reflecting a 26.74% gain to date.
TRIAD FINANCIAL ADVISORS, INC. DFEM ($29.81) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. DFEM ($29.81) 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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