TRIAD FINANCIAL ADVISORS, INC. DFGR Holdings History
TRIAD FINANCIAL ADVISORS, INC.'s Dimensional Global Real Estate ETF Holding Summary
As of 2023-09-30, TRIAD FINANCIAL ADVISORS, INC. held 57,002.00 shares of Dimensional Global Real Estate ETF(DFGR), totaling $1.28 Mil. This investment constitutes 0.46% of their stock portfolio, and TRIAD FINANCIAL ADVISORS, INC. now holds 0.35% of the outstanding Dimensional Global Real Estate ETF(DFGR) stock.
The initial trade took place in 2023Q3. And since then TRIAD FINANCIAL ADVISORS, INC. has made 1 purchases of DFGR, at an average price of $24.20, for a total of 57,002.00 shares. Based on historical transaction data and DFGR's current price of $26.78, TRIAD FINANCIAL ADVISORS, INC.'s estimated gain on his DFGR holdings is $147,065.16, reflecting a 10.66% gain to date.
TRIAD FINANCIAL ADVISORS, INC. DFGR ($26.78) Holding Chart
TRIAD FINANCIAL ADVISORS, INC. DFGR ($26.78) 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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