TRIAD FINANCIAL ADVISORS, INC. DFLV Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Dimensional US Large Cap Value ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 396,447.00 shares of Dimensional US Large Cap Value ETF(DFLV), totaling $9.84 Mil. This investment constitutes 3.53% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 1.95% of the outstanding Dimensional US Large Cap Value ETF(DFLV) stock.
The initial trade took place in 2023Q1. And since then TRIAD FINANCIAL ADVISORS, INC. has made 3 purchases of DFLV, at an average price of $25.27, for a total of 396,447.00 shares. Based on historical transaction data and DFLV's current price of $31.53, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his DFLV holdings is $2.48 Mil, reflecting a 24.76% gain to date.
TRIAD FINANCIAL ADVISORS, INC. DFLV ($31.53) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. DFLV ($31.53) 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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