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
+17.26%
+5.75%
35,284.6
 
IVW
iShares S&P 500 Growth ETF
552,859
37,826.6
-1.08%
13.590
-0.18%
0.120
+22.61%
+9.28%
60,970.9
 
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
+2.67%
+3.66%
4,782.4
 
DFCF
Dimensional Core Fixed Income ETF
529,012
21,356.3
+77.04%
7.670
+3.34%
0.820
+3.21%
+3.64%
7,040.9
 
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
+15.39%
+20.07%
10,481.1
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
511,060
13,129.1
+47.35%
4.720
+1.52%
0.570
+15.50%
+7.24%
8,760.7
 
BSV
Vanguard Short-Term Bond ETF
161,076
12,108.1
+2.55%
4.350
+0.11%
0.030
+1.58%
+3.15%
38,396.2
 
DFLV
Dimensional US Large Cap Value ETF
396,447
9,835.9
+122.11%
3.530
+1.94%
1.950
+11.86%
+5.93%
3,690.6
 
AAPL
Apple Inc
52,092
8,918.8
+2.54%
3.200
+0.08%
0.000
+6.71%
-15.47%
3,153,849.0
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
+16.62%
+22.31%
9,656.6
 

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
$41.96
1.75%
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
$34.50
27.03%
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
$47.92
3.08%
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
$31.53
22.97%
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
$36.03
34.79%
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
$29.81
23.28%
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
$31.08
28.01%
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
$36.38
33.31%
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
$26.78
10.66%
New holding
57,002
57,002
PG
Procter & Gamble Co
2023-09-30
Reduce
Reduce
-0.33%
●
145.86 ($152.75) 157.09
$157.05
2.82%
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

Discussions on TRIAD FINANCIAL ADVISORS, INC.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.