Triad Financial Advisors’s Dimensional US Equity ETF DFUS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$2.4M	Sell	51,655 -556	-1%	-$26.9K	0.85%	17
2023 Q2	$2.51M	Sell	52,211 -71	-0.1%	-$3.23K	1.03%	15
2023 Q1	$2.32M	Sell	52,282 -78,685	-60%	-$3.42M	1.01%	15
2022 Q4	$5.45M	Sell	130,967 -5,367	-4%	-$224K	2.43%	10
2022 Q3	$5.29M	Buy	136,334 +4,514	+3%	+$194K	2.88%	6
2022 Q2	$5.37M	Sell	131,820 -1,627	-1%	-$72.1K	2.98%	6
2022 Q1	$6.54M	Buy	133,447 +1,317	+1%	+$63.7K	3.5%	6
2021 Q4	$6.83M	Buy	+132,130	New	+$6.64M	4.05%	5

Other funds holding DFUS

IFA

Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

BSW

Buckingham Strategic Wealth Clayton, Missouri $9.66B AUM 15.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

SIS

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

MRWM

ML&R Wealth Management Austin, Texas $435M AUM 22.93% 1-Year Est. Return

TWA

TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

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

Triad Financial Advisors reduced its Dimensional US Equity ETF (DFUS) stake by 1.1% in Q3 2023, selling an estimated $26.9K and leaving 51,655 shares worth $2.4M. The position accounts for 0.85% of the portfolio, ranked #17.

Triad Financial Advisors first reported a position in DFUS in Q4 2021 and has held it in 8 quarters since. The position peaked at $6.83M in Q4 2021. 476 funds tracked by Wall St. Rank hold DFUS as of Q3 2023.

Triad Financial Advisors held 51,655 shares of Dimensional US Equity ETF worth $2.4M as of Q3 2023.
Triad Financial Advisors sold 556 Dimensional US Equity ETF shares in Q3 2023, an estimated $26.9K.
Dimensional US Equity ETF made up 0.85% of Triad Financial Advisors's portfolio in Q3 2023, its #17 holding.
Triad Financial Advisors first reported a position in Dimensional US Equity ETF in Q4 2021 and has held it in 8 quarters since.
Triad Financial Advisors's Dimensional US Equity ETF position peaked at $6.83M in Q4 2021.
476 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q3 2023.

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