TF

TRIAD FINANCIAL ADVISORS, INC.

13F
TRIAD FINANCIAL ADVISORS, INC.
Last update 2023-11-12 97 Stocks (4 new)
Value $278.00 Mil Turnover 16 %
Countries:
Top Holdings: DFAC(16.33%)IVW(13.59%)DFSD(10.27%)DFCF(7.67%)DFAI(5.95%)
Summary Stock Picks Current Portfolio
TRIAD FINANCIAL ADVISORS, INC.... Top Holdings of 2023-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
DFAC
Dimensional U.S. Core Equity 2 ETF
1,735,187
45,461.9
+5.72%
16.330
+0.88%
0.240
+18.73%
+6.19%
35,543.3
 
IVW
iShares S&P 500 Growth ETF
552,859
37,826.6
-1.08%
13.590
-0.18%
0.120
+27.10%
+10.87%
61,778.2
 
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
616,393
28,588.3
+25.40%
10.270
+2.08%
2.450
+1.91%
+3.85%
4,858.6
 
DFCF
Dimensional Core Fixed Income ETF
529,012
21,356.3
+77.04%
7.670
+3.34%
0.820
+2.07%
+3.71%
7,117.3
 
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
634,025
16,554.4
+72.69%
5.950
+2.50%
0.500
+11.63%
+19.30%
10,458.8
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
511,060
13,129.1
+47.35%
4.720
+1.52%
0.570
+15.80%
+7.66%
8,829.1
 
BSV
Vanguard Short-Term Bond ETF
161,076
12,108.1
+2.55%
4.350
+0.11%
0.030
+1.08%
+3.32%
38,460.1
 
DFLV
Dimensional US Large Cap Value ETF
396,447
9,835.9
+122.11%
3.530
+1.94%
1.950
+11.22%
+5.02%
3,712.1
 
AAPL
Apple Inc
52,092
8,918.8
+2.54%
3.200
+0.08%
0.000
+7.35%
-15.47%
3,154,147.7
Hardware
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
332,715
7,768.9
+53.00%
2.790
+0.97%
0.250
+12.58%
+21.57%
9,637.7
 

TRIAD FINANCIAL ADVISORS, INC.'s Historical Top Holdings Breakdowns

TRIAD FINANCIAL ADVISORS, INC.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
DFCF
Dimensional Core Fixed Income ETF
2023-09-30
Add
Add
+3.34%
●
40.3 ($41.24) 42.05
$41.99
1.82%
Add 77.04%
529,012
230,200
DFAI
Dimensional International Core Equity Market ETF
Dimensional International Core Equity Market ETF
2023-09-30
Add
Add
+2.50%
●
26 ($27.16) 28.17
$34.28
26.22%
Add 72.69%
634,025
266,874
DFSD
Dimensional Short-Duration Fixed Income ETF
Dimensional Short-Duration Fixed Income ETF
2023-09-30
Add
Add
+2.08%
●
46.24 ($46.49) 46.65
$48.01
3.27%
Add 25.4%
616,393
124,839
DFLV
Dimensional US Large Cap Value ETF
2023-09-30
Add
Add
+1.94%
●
24.72 ($25.64) 26.45
$31.26
21.92%
Add 122.11%
396,447
217,958
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2023-09-30
Add
Add
+1.52%
●
25.64 ($26.73) 27.32
$36.17
35.32%
Add 47.35%
511,060
164,225
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2023-09-30
Add
Add
+1.12%
●
23.16 ($24.18) 25.43
$30.24
25.06%
Add 94.82%
274,503
133,605
DFIC
Dimensional International Core Equity 2 ETF
Dimensional International Core Equity 2 ETF
2023-09-30
Add
Add
+0.97%
●
23.25 ($24.28) 25.17
$30.89
27.22%
Add 53%
332,715
115,255
DFAC
Dimensional U.S. Core Equity 2 ETF
2023-09-30
Add
Add
+0.88%
●
26.05 ($27.29) 28.22
$36.53
33.86%
Add 5.72%
1,735,187
93,854
DFGR
Dimensional Global Real Estate ETF
2023-09-30
New Buy
New Buy
+0.46%
●
22.14 ($24.2) 25.46
$26.91
11.20%
New holding
57,002
57,002
PG
Procter & Gamble Co
2023-09-30
Reduce
Reduce
-0.33%
●
145.86 ($152.75) 157.09
$155.10
1.54%
Reduce -41.61%
7,471
-5,324

TRIAD FINANCIAL ADVISORS, INC. Total Holding History ($B)

To

TRIAD FINANCIAL ADVISORS, INC.'s Asset Allocation

To

TRIAD FINANCIAL ADVISORS, INC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

TRIAD FINANCIAL ADVISORS, INC.'s Hypothetical Growth since 2023-09-30

TRIAD FINANCIAL ADVISORS, INC.'s Yearly Returns

Year Portfolio % % Excess Gain %

TRIAD FINANCIAL ADVISORS, INC.'s Holdings Heat Map

Size field:

TRIAD FINANCIAL ADVISORS, INC.'s Holdings Bubble Chart

TRIAD FINANCIAL ADVISORS, INC. News

  • 1

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