Triad Financial Advisors’s Dimensional Core Fixed Income ETF DFCF Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$21.4M	Buy	529,012 +230,200	+77%	+$9.49M	7.52%	4
2023 Q2	$12.5M	Buy	298,812 +18,018	+6%	+$761K	5.12%	4
2023 Q1	$11.9M	Buy	280,794 +23,784	+9%	+$1.01M	5.19%	4
2022 Q4	$10.7M	Sell	257,010 -8,737	-3%	-$361K	4.76%	5
2022 Q3	$10.9M	Buy	265,747 +37,797	+17%	+$1.64M	5.92%	4
2022 Q2	$9.94M	Sell	227,950 -9,249	-4%	-$410K	5.51%	4
2022 Q1	$11M	Buy	237,199 +2,862	+1%	+$137K	5.89%	4
2021 Q4	$11.7M	Buy	+234,337	New	+$11.8M	6.97%	2

Other funds holding DFCF

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

HSA

HBK Sorce Advisory Erie, Pennsylvania $5.05B AUM 16.64% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return

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

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

VAS

Vestmark Advisory Solutions Wakefield, Massachusetts $9.02B AUM 20.58% 1-Year Est. Return

CWM

Core Wealth Management Jupiter, Florida $326M AUM 14.89% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

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

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

Triad Financial Advisors increased its Dimensional Core Fixed Income ETF (DFCF) stake by 77% in Q3 2023, buying an estimated $9.49M and bringing the position to 529,012 shares worth $21.4M. The position accounts for 7.52% of the portfolio, ranked #4.

Triad Financial Advisors first reported a position in DFCF in Q4 2021 and has held it in 8 quarters since. 209 funds tracked by Wall St. Rank hold DFCF as of Q3 2023.

Triad Financial Advisors held 529,012 shares of Dimensional Core Fixed Income ETF worth $21.4M as of Q3 2023.
Triad Financial Advisors bought 230,200 Dimensional Core Fixed Income ETF shares in Q3 2023, an estimated $9.49M.
Dimensional Core Fixed Income ETF made up 7.52% of Triad Financial Advisors's portfolio in Q3 2023, its #4 holding.
Triad Financial Advisors first reported a position in Dimensional Core Fixed Income ETF in Q4 2021 and has held it in 8 quarters since.
209 funds tracked by Wall St. Rank held Dimensional Core Fixed Income ETF as of Q3 2023.

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