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Triad Financial Advisors’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Triad Financial Advisors’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$848K Buy
35,824
+7,729
+28% +$190K 0.3% 36
2023
Q2 		$685K Buy
28,095
+3,525
+14% +$84.6K 0.28% 40
2023
Q1 		$574K Sell
24,570
-5,415
-18% -$127K 0.25% 42
2022
Q4 		$678K Buy
29,985
+3,641
+14% +$79.8K 0.3% 41
2022
Q3 		$541K Buy
+26,344
New +$604K 0.29% 39

Other funds holding DFEV

ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
3LCM
3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return
SM
Sensible Money Scottsdale, Arizona $329M AUM 24.11% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

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

Triad Financial Advisors increased its Dimensional Emerging Markets Value ETF (DFEV) stake by 28% in Q3 2023, buying an estimated $190K and bringing the position to 35,824 shares worth $848K. The position accounts for 0.3% of the portfolio, ranked #36.

Triad Financial Advisors first reported a position in DFEV in Q3 2022 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold DFEV as of Q3 2023.

  • Triad Financial Advisors held 35,824 shares of Dimensional Emerging Markets Value ETF worth $848K as of Q3 2023.
  • Triad Financial Advisors bought 7,729 Dimensional Emerging Markets Value ETF shares in Q3 2023, an estimated $190K.
  • Dimensional Emerging Markets Value ETF made up 0.3% of Triad Financial Advisors's portfolio in Q3 2023, its #36 holding.
  • Triad Financial Advisors first reported a position in Dimensional Emerging Markets Value ETF in Q3 2022 and has held it in 5 quarters since.
  • 103 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q3 2023.

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