Triad Financial Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Triad Financial Advisors’s Portfolio DFAC Stock Details DFAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$45.5M	Buy	1,735,187 +93,854	+6%	+$2.56M	16.01%	1
2023 Q2	$44.6M	Buy	1,641,333 +24,792	+2%	+$639K	18.29%	1
2023 Q1	$41.2M	Sell	1,616,541 -76,125	-4%	-$1.93M	17.93%	1
2022 Q4	$41.1M	Sell	1,692,666 -10,927	-0.6%	-$266K	18.33%	1
2022 Q3	$37.9M	Sell	1,703,593 -29,366	-2%	-$721K	20.6%	1
2022 Q2	$40.4M	Sell	1,732,959 -56,440	-3%	-$1.43M	22.37%	1
2022 Q1	$49.4M	Buy	1,789,399 +24,069	+1%	+$659K	26.4%	1
2021 Q4	$51.1M	Buy	+1,765,330	New	+$49.8M	30.35%	1

Other funds holding DFAC

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FFM

Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

SIC

SJS Investment Consulting Sylvania, Ohio $819M AUM 18.29% 1-Year Est. Return

RWM

Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Triad Financial Advisors's DFAC Position: Q3 2023 in Review

Triad Financial Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 5.7% in Q3 2023, buying an estimated $2.56M and bringing the position to 1,735,187 shares worth $45.5M. The position accounts for 16.01% of the portfolio, ranked #1.

Triad Financial Advisors first reported a position in DFAC in Q4 2021 and has held it in 8 quarters since. The position peaked at $51.1M in Q4 2021. 686 funds tracked by Wall St. Rank hold DFAC as of Q3 2023.

Triad Financial Advisors held 1,735,187 shares of Dimensional US Core Equity 2 ETF worth $45.5M as of Q3 2023.
Triad Financial Advisors bought 93,854 Dimensional US Core Equity 2 ETF shares in Q3 2023, an estimated $2.56M.
Dimensional US Core Equity 2 ETF made up 16.01% of Triad Financial Advisors's portfolio in Q3 2023, its #1 holding.
Triad Financial Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Dimensional US Core Equity 2 ETF position peaked at $51.1M in Q4 2021.
686 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.