Triad Financial Advisors’s Dimensional US Small Cap ETF DFAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$323K	Hold	6,158	–	–	0.11%	68
2023 Q2	$337K	Hold	6,158	–	–	0.14%	63
2023 Q1	$325K	Hold	6,158	–	–	0.14%	66
2022 Q4	$315K	Hold	6,158	–	–	0.14%	77
2022 Q3	$286K	Sell	6,158 -300	-5%	-$15.3K	0.16%	79
2022 Q2	$310K	Buy	6,458 +1,501	+30%	+$77.8K	0.17%	73
2022 Q1	$278K	Sell	4,957 -255	-5%	-$14.4K	0.15%	80
2021 Q4	$313K	Buy	+5,212	New	+$315K	0.19%	77

Other funds holding DFAS

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

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BSW

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

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

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

APF

Alaska Permanent Fund Juneau, Alaska $1.57B AUM 15.23% 1-Year Est. Return

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

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

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

Triad Financial Advisors held its Dimensional US Small Cap ETF (DFAS) position steady in Q3 2023 at 6,158 shares worth $323K. The position accounts for 0.11% of the portfolio, ranked #68.

Triad Financial Advisors first reported a position in DFAS in Q4 2021 and has held it in 8 quarters since. The position peaked at $337K in Q2 2023. 499 funds tracked by Wall St. Rank hold DFAS as of Q3 2023.

Triad Financial Advisors held 6,158 shares of Dimensional US Small Cap ETF worth $323K as of Q3 2023.
Triad Financial Advisors left its Dimensional US Small Cap ETF share count unchanged in Q3 2023.
Dimensional US Small Cap ETF made up 0.11% of Triad Financial Advisors's portfolio in Q3 2023, its #68 holding.
Triad Financial Advisors first reported a position in Dimensional US Small Cap ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Dimensional US Small Cap ETF position peaked at $337K in Q2 2023.
499 funds tracked by Wall St. Rank held Dimensional US Small Cap ETF as of Q3 2023.

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