Triad Financial Advisors’s Dimensional Global Real Estate ETF DFGR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1.28M	Buy	+57,002	New	+$1.38M	0.45%	24

Other funds holding DFGR

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

Corient Private Wealth

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

JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

Private Ocean San Rafael, California $1.13B AUM 11.01% 1-Year Est. Return

Wescott Financial Advisory Group Philadelphia, Pennsylvania $1.14B AUM 16.59% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Arax Advisory Partners Denver, Colorado $3.54B AUM 19.14% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return

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

Triad Financial Advisors opened a new position in Dimensional Global Real Estate ETF (DFGR) in Q3 2023: 57,002 shares worth $1.28M. The stake represents 0.45% of the portfolio and ranks #24 among its holdings.

103 funds tracked by Wall St. Rank hold DFGR as of Q3 2023.

Triad Financial Advisors held 57,002 shares of Dimensional Global Real Estate ETF worth $1.28M as of Q3 2023.
Dimensional Global Real Estate ETF was a new Triad Financial Advisors position in Q3 2023.
Dimensional Global Real Estate ETF made up 0.45% of Triad Financial Advisors's portfolio in Q3 2023, its #24 holding.
103 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q3 2023.

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