Triad Financial Advisors’s Dimensional US Targeted Value ETF DFAT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.22M	Buy	48,681 +4,950	+11%	+$235K	0.78%	18
2023 Q2	$2.03M	Buy	43,731 +4,605	+12%	+$202K	0.83%	17
2023 Q1	$1.74M	Sell	39,126 -2,173	-5%	-$101K	0.76%	20
2022 Q4	$1.82M	Buy	41,299 +2,483	+6%	+$109K	0.81%	19
2022 Q3	$1.51M	Buy	38,816 +13,579	+54%	+$579K	0.82%	18
2022 Q2	$1.01M	Buy	25,237 +4,398	+21%	+$193K	0.56%	22
2022 Q1	$971K	Buy	20,839 +2,496	+14%	+$116K	0.52%	26
2021 Q4	$872K	Buy	+18,343	New	+$861K	0.52%	31

Other funds holding DFAT

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

BSW

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

FFM

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

IFA

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

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

FPAS

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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

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

Triad Financial Advisors increased its Dimensional US Targeted Value ETF (DFAT) stake by 11% in Q3 2023, buying an estimated $235K and bringing the position to 48,681 shares worth $2.22M. The position accounts for 0.78% of the portfolio, ranked #18.

Triad Financial Advisors first reported a position in DFAT in Q4 2021 and has held it in 8 quarters since. 510 funds tracked by Wall St. Rank hold DFAT as of Q3 2023.

Triad Financial Advisors held 48,681 shares of Dimensional US Targeted Value ETF worth $2.22M as of Q3 2023.
Triad Financial Advisors bought 4,950 Dimensional US Targeted Value ETF shares in Q3 2023, an estimated $235K.
Dimensional US Targeted Value ETF made up 0.78% of Triad Financial Advisors's portfolio in Q3 2023, its #18 holding.
Triad Financial Advisors first reported a position in Dimensional US Targeted Value ETF in Q4 2021 and has held it in 8 quarters since.
510 funds tracked by Wall St. Rank held Dimensional US Targeted Value ETF as of Q3 2023.

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