Triad Financial Advisors’s Dimensional Emerging Markets Core Equity 2 ETF DFEM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$6.4M	Buy	274,503 +133,605	+95%	+$3.23M	2.25%	12
2023 Q2	$3.39M	Buy	140,898 +12,494	+10%	+$296K	1.39%	14
2023 Q1	$3.03M	Buy	128,404 +21,714	+20%	+$513K	1.32%	13
2022 Q4	$2.4M	Buy	106,690 +53,052	+99%	+$1.16M	1.07%	14
2022 Q3	$1.1M	Buy	53,638 +33,651	+168%	+$772K	0.6%	20
2022 Q2	$470K	Buy	+19,987	New	+$489K	0.26%	44

Other funds holding DFEM

FFM

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

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

CCM

Carlson Capital Management Northfield, Minnesota $2.29B AUM 7.48% 1-Year Est. Return

ADL

Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

FMWA

Forvis Mazars Wealth Advisors Springfield, Missouri $5.27B AUM 18.06% 1-Year Est. Return

HIGP

Hill Investment Group Partners St. Louis, Missouri $906M AUM 20.13% 1-Year Est. Return

RIM

RW Investment Management Eagle, Idaho $1.03B AUM

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

Triad Financial Advisors increased its Dimensional Emerging Markets Core Equity 2 ETF (DFEM) stake by 95% in Q3 2023, buying an estimated $3.23M and bringing the position to 274,503 shares worth $6.4M. The position accounts for 2.25% of the portfolio, ranked #12.

Triad Financial Advisors first reported a position in DFEM in Q2 2022 and has held it in 6 quarters since. 237 funds tracked by Wall St. Rank hold DFEM as of Q3 2023.

Triad Financial Advisors held 274,503 shares of Dimensional Emerging Markets Core Equity 2 ETF worth $6.4M as of Q3 2023.
Triad Financial Advisors bought 133,605 Dimensional Emerging Markets Core Equity 2 ETF shares in Q3 2023, an estimated $3.23M.
Dimensional Emerging Markets Core Equity 2 ETF made up 2.25% of Triad Financial Advisors's portfolio in Q3 2023, its #12 holding.
Triad Financial Advisors first reported a position in Dimensional Emerging Markets Core Equity 2 ETF in Q2 2022 and has held it in 6 quarters since.
237 funds tracked by Wall St. Rank held Dimensional Emerging Markets Core Equity 2 ETF as of Q3 2023.

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