TRIAD FINANCIAL ADVISORS, INC. DFIC Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Dimensional International Core Equity 2 ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 332,715.00 shares of Dimensional International Core Equity 2 ETF(DFIC), totaling $7.77 Mil. This investment constitutes 2.79% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0.25% of the outstanding Dimensional International Core Equity 2 ETF(DFIC) stock.
The initial trade took place in 2022Q2. And since then TRIAD FINANCIAL ADVISORS, INC. has made 5 purchases of DFIC, at an average price of $22.73, for a total of 353,758.00 shares. In addition, there have been 1 sales at an average price of $23.76 for 21,043.00 shares. Based on historical transaction data and DFIC's current price of $31.08, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his DFIC holdings is $2.80 Mil, reflecting a 34.82% gain to date.
TRIAD FINANCIAL ADVISORS, INC. DFIC ($31.08) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. DFIC ($31.08) 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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