Triad Wealth Partners, LLC DFAC Holdings History
Triad Wealth Partners, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-06-30, Triad Wealth Partners, LLC held 168,808.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $6.05 Mil. This investment constitutes 1.22% of their stock portfolio, and Triad Wealth Partners, LLC now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2024Q4. And since then Triad Wealth Partners, LLC has made 3 purchases of DFAC, at an average price of $33.78, for a total of 168,808.00 shares. Based on historical transaction data and DFAC's current price of $36.89, Triad Wealth Partners, LLC's estimated gain on his DFAC holdings is $524,149.34, reflecting a 9.19% gain to date.
Triad Wealth Partners, LLC DFAC ($36.89) Holding Chart
Triad Wealth Partners, LLC DFAC ($36.89) 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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