TRIAD FINANCIAL ADVISORS, INC. DFSD Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 616,393.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $28.59 Mil. This investment constitutes 10.27% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 2.45% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2021Q4. And since then TRIAD FINANCIAL ADVISORS, INC. has made 5 purchases of DFSD, at an average price of $48.24, for a total of 716,643.00 shares. In addition, there have been 2 sales at an average price of $45.95 for 100,250.00 shares. Based on historical transaction data and DFSD's current price of $47.92, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his DFSD holdings is $-428,086.17, reflecting a -1.24% gain to date.
TRIAD FINANCIAL ADVISORS, INC. DFSD ($47.92) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. DFSD ($47.92) 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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