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Triad Financial Advisors’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Triad Financial Advisors’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$7.77M Buy
332,715
+115,255
+53% +$2.8M 2.74% 10
2023
Q2 		$5.28M Buy
217,460
+15,841
+8% +$385K 2.17% 10
2023
Q1 		$4.85M Sell
201,619
-21,043
-9% -$500K 2.11% 11
2022
Q4 		$4.98M Buy
222,662
+62,590
+39% +$1.34M 2.22% 11
2022
Q3 		$3.07M Buy
160,072
+112,378
+236% +$2.41M 1.67% 11
2022
Q2 		$1.03M Buy
+47,694
New +$1.11M 0.57% 20

Other funds holding DFIC

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
B
Bridgeworth Birmingham, Alabama $1.01B AUM 17% 1-Year Est. Return

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

Triad Financial Advisors increased its Dimensional International Core Equity 2 ETF (DFIC) stake by 53% in Q3 2023, buying an estimated $2.8M and bringing the position to 332,715 shares worth $7.77M. The position accounts for 2.74% of the portfolio, ranked #10.

Triad Financial Advisors first reported a position in DFIC in Q2 2022 and has held it in 6 quarters since. 245 funds tracked by Wall St. Rank hold DFIC as of Q3 2023.

  • Triad Financial Advisors held 332,715 shares of Dimensional International Core Equity 2 ETF worth $7.77M as of Q3 2023.
  • Triad Financial Advisors bought 115,255 Dimensional International Core Equity 2 ETF shares in Q3 2023, an estimated $2.8M.
  • Dimensional International Core Equity 2 ETF made up 2.74% of Triad Financial Advisors's portfolio in Q3 2023, its #10 holding.
  • Triad Financial Advisors first reported a position in Dimensional International Core Equity 2 ETF in Q2 2022 and has held it in 6 quarters since.
  • 245 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q3 2023.

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