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Triad Financial Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Triad Financial Advisors’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		$9.84M Buy
396,447
+217,958
+122% +$5.59M 3.46% 8
2023
Q2 		$4.53M Buy
178,489
+82,172
+85% +$2.02M 1.86% 13
2023
Q1 		$2.37M Buy
+96,317
New +$2.42M 1.03% 14

Other funds holding DFLV

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $977M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
CHP
Cable Hill Partners Portland, Oregon $1.02B AUM 8.59% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
RWG
Regal Wealth Group Seal Beach, California $162M AUM 19.09% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $654M AUM 13.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

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

Triad Financial Advisors increased its Dimensional US Large Cap Value ETF (DFLV) stake by 122% in Q3 2023, buying an estimated $5.59M and bringing the position to 396,447 shares worth $9.84M. The position accounts for 3.46% of the portfolio, ranked #8.

Triad Financial Advisors first reported a position in DFLV in Q1 2023 and has held it in 3 quarters since. 121 funds tracked by Wall St. Rank hold DFLV as of Q3 2023.

  • Triad Financial Advisors held 396,447 shares of Dimensional US Large Cap Value ETF worth $9.84M as of Q3 2023.
  • Triad Financial Advisors bought 217,958 Dimensional US Large Cap Value ETF shares in Q3 2023, an estimated $5.59M.
  • Dimensional US Large Cap Value ETF made up 3.46% of Triad Financial Advisors's portfolio in Q3 2023, its #8 holding.
  • Triad Financial Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 3 quarters since.
  • 121 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q3 2023.

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