Triad Financial Advisors’s Dimensional US Core Equity Market ETF DFAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.06M	Buy	35,283 +4,366	+14%	+$136K	0.37%	30
2023 Q2	$958K	Buy	30,917 +2,995	+11%	+$87.8K	0.39%	32
2023 Q1	$803K	Sell	27,922 -524	-2%	-$14.8K	0.35%	34
2022 Q4	$769K	Sell	28,446 -4,040	-12%	-$110K	0.34%	40
2022 Q3	$817K	Buy	32,486 +89	+0.3%	+$2.48K	0.44%	31
2022 Q2	$856K	Buy	32,397 +11,038	+52%	+$317K	0.47%	29
2022 Q1	$673K	Buy	21,359 +9,731	+84%	+$302K	0.36%	36
2021 Q4	$384K	Buy	+11,628	New	+$373K	0.23%	64

Other funds holding DFAU

SIS

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

MWM

Modera Wealth Management Westwood, New Jersey $8.34B AUM 19.68% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

AWA

Aquire Wealth Advisors South Jordan, Utah $381M AUM 17.5% 1-Year Est. Return

Blankinship & Foster Solana Beach, California $452M AUM 16.63% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Kooman & Associates Altoona, Pennsylvania $335M AUM 19.38% 1-Year Est. Return

MWP

Meridian Wealth Partners Exton, Pennsylvania $729M AUM 15.61% 1-Year Est. Return

AWM

Arista Wealth Management Las Vegas, Nevada $927M AUM 24.58% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

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

Triad Financial Advisors increased its Dimensional US Core Equity Market ETF (DFAU) stake by 14% in Q3 2023, buying an estimated $136K and bringing the position to 35,283 shares worth $1.06M. The position accounts for 0.37% of the portfolio, ranked #30.

Triad Financial Advisors first reported a position in DFAU in Q4 2021 and has held it in 8 quarters since. 320 funds tracked by Wall St. Rank hold DFAU as of Q3 2023.

Triad Financial Advisors held 35,283 shares of Dimensional US Core Equity Market ETF worth $1.06M as of Q3 2023.
Triad Financial Advisors bought 4,366 Dimensional US Core Equity Market ETF shares in Q3 2023, an estimated $136K.
Dimensional US Core Equity Market ETF made up 0.37% of Triad Financial Advisors's portfolio in Q3 2023, its #30 holding.
Triad Financial Advisors first reported a position in Dimensional US Core Equity Market ETF in Q4 2021 and has held it in 8 quarters since.
320 funds tracked by Wall St. Rank held Dimensional US Core Equity Market ETF as of Q3 2023.

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