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

Asset Dedication LLC San Francisco, California $1.62B AUM 18.32% 1-Year Est. Return

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Ritholtz Wealth Management New York $6.96B AUM 24% 1-Year Est. Return

Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Marquette Asset Management Minneapolis, Minnesota $766M AUM 16.04% 1-Year Est. Return

True Wealth Design Akron, Ohio $426M AUM 16.34% 1-Year Est. Return

3LCM

3D/L Capital Management Hartford, Connecticut $308M AUM 13.67% 1-Year Est. Return

Sensible Money Scottsdale, Arizona $389M AUM 18.91% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 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.