TRIAD FINANCIAL ADVISORS, INC. DFCF Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Dimensional Core Fixed Income ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 529,012.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $21.36 Mil. This investment constitutes 7.67% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0.82% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2021Q4. And since then TRIAD FINANCIAL ADVISORS, INC. has made 5 purchases of DFCF, at an average price of $45.21, for a total of 546,998.00 shares. In addition, there have been 2 sales at an average price of $42.90 for 17,986.00 shares. Based on historical transaction data and DFCF's current price of $41.96, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his DFCF holdings is $-1.76 Mil, reflecting a -7.12% gain to date.
TRIAD FINANCIAL ADVISORS, INC. DFCF ($41.96) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. DFCF ($41.96) 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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