Triad Financial Advisors’s Dimensional Emerging Core Equity Market ETF DFAE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$299K	Buy	13,242 +34	+0.3%	+$802	0.11%	76
2023 Q2	$310K	Sell	13,208 -824	-6%	-$19.1K	0.13%	71
2023 Q1	$323K	Buy	14,032 +1,402	+11%	+$32.3K	0.14%	67
2022 Q4	$277K	Sell	12,630 -358	-3%	-$7.62K	0.12%	88
2022 Q3	$261K	Sell	12,988 -2,184	-14%	-$49.3K	0.14%	81
2022 Q2	$351K	Sell	15,172 -681	-4%	-$16.7K	0.19%	65
2022 Q1	$416K	Buy	15,853 +7,729	+95%	+$207K	0.22%	59
2021 Q4	$222K	Buy	+8,124	New	+$223K	0.13%	112

Other funds holding DFAE

Retirement Systems of Alabama Montgomery, Alabama $30B AUM 26.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

CHP

Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

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

Triad Financial Advisors increased its Dimensional Emerging Core Equity Market ETF (DFAE) stake by 0.26% in Q3 2023, buying an estimated $802 and bringing the position to 13,242 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #76.

Triad Financial Advisors first reported a position in DFAE in Q4 2021 and has held it in 8 quarters since. The position peaked at $416K in Q1 2022. 359 funds tracked by Wall St. Rank hold DFAE as of Q3 2023.

Triad Financial Advisors held 13,242 shares of Dimensional Emerging Core Equity Market ETF worth $299K as of Q3 2023.
Triad Financial Advisors bought 34 Dimensional Emerging Core Equity Market ETF shares in Q3 2023, an estimated $802.
Dimensional Emerging Core Equity Market ETF made up 0.11% of Triad Financial Advisors's portfolio in Q3 2023, its #76 holding.
Triad Financial Advisors first reported a position in Dimensional Emerging Core Equity Market ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Dimensional Emerging Core Equity Market ETF position peaked at $416K in Q1 2022.
359 funds tracked by Wall St. Rank held Dimensional Emerging Core Equity Market ETF as of Q3 2023.

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