Triad Financial Advisors’s Dimensional International Core Equity Market ETF DFAI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$16.6M	Buy	634,025 +266,874	+73%	+$7.25M	5.83%	5
2023 Q2	$10M	Buy	367,151 +12,817	+4%	+$351K	4.12%	6
2023 Q1	$9.55M	Buy	354,334 +31,625	+10%	+$840K	4.16%	6
2022 Q4	$8.08M	Buy	322,709 +100,014	+45%	+$2.4M	3.6%	7
2022 Q3	$4.8M	Buy	222,695 +53,485	+32%	+$1.29M	2.61%	7
2022 Q2	$4.08M	Buy	169,210 +91,655	+118%	+$2.41M	2.26%	8
2022 Q1	$2.18M	Buy	77,555 +38,418	+98%	+$1.09M	1.17%	10
2021 Q4	$1.16M	Buy	+39,137	New	+$1.15M	0.69%	23

Other funds holding DFAI

SFC

SYM Financial Corp Winona Lake, Indiana $1B AUM 22.21% 1-Year Est. Return

CHP

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

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

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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return

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

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

WSTAM

Wilbanks Smith & Thomas Asset Management Norfolk, Virginia $3.57B AUM 21.11% 1-Year Est. Return

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

Triad Financial Advisors increased its Dimensional International Core Equity Market ETF (DFAI) stake by 73% in Q3 2023, buying an estimated $7.25M and bringing the position to 634,025 shares worth $16.6M. The position accounts for 5.83% of the portfolio, ranked #5.

Triad Financial Advisors first reported a position in DFAI in Q4 2021 and has held it in 8 quarters since. 385 funds tracked by Wall St. Rank hold DFAI as of Q3 2023.

Triad Financial Advisors held 634,025 shares of Dimensional International Core Equity Market ETF worth $16.6M as of Q3 2023.
Triad Financial Advisors bought 266,874 Dimensional International Core Equity Market ETF shares in Q3 2023, an estimated $7.25M.
Dimensional International Core Equity Market ETF made up 5.83% of Triad Financial Advisors's portfolio in Q3 2023, its #5 holding.
Triad Financial Advisors first reported a position in Dimensional International Core Equity Market ETF in Q4 2021 and has held it in 8 quarters since.
385 funds tracked by Wall St. Rank held Dimensional International Core Equity Market ETF as of Q3 2023.

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