StockDriftsStockDriftsTop 49 Triad Financial Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 16.01% | 1.74M | $45.5M | +5.72%(+93.85K) | — | 2023-09-30 | |
| IVW | ISHARES TR | 13.32% | 552.9K | $37.8M | -1.08%(-6.06K) | — | 2023-09-30 | |
| DFSD | DIMENSIONAL ETF TRUST | 10.07% | 616.4K | $28.6M | +25.40%(+124.84K) | — | 2023-09-30 | |
| DFCF | DIMENSIONAL ETF TRUST | 7.52% | 529.0K | $21.4M | +77.04%(+230.20K) | — | 2023-09-30 | |
| DFAI | DIMENSIONAL ETF TRUST | 5.83% | 634.0K | $16.6M | +72.69%(+266.87K) | — | 2023-09-30 | |
| DUHP | DIMENSIONAL ETF TRUST | 4.62% | 511.1K | $13.1M | +47.35%(+164.22K) | — | 2023-09-30 | |
| BSV | VANGUARD BD INDEX FDS | 4.26% | 161.1K | $12.1M | +2.55%(+4.00K) | — | 2023-09-30 | |
| DFLV | DIMENSIONAL ETF TRUST | 3.46% | 396.4K | $9.8M | +122.11%(+217.96K) | — | 2023-09-30 | |
| AAPL | APPLE INC | 3.14% | 52.1K | $8.9M | +2.54%(+1.29K) | — | 2023-09-30 | |
| DFIC | DIMENSIONAL ETF TRUST | 2.74% | 332.7K | $7.8M | +53.00%(+115.25K) | — | 2023-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Triad Financial Advisors, Inc. reports $283.92M in US-listed equity holdings across 98 positions in its most recent 13F filing. Its largest disclosed positions are DFAC (16.0%), IVW (13.3%) and DFSD (10.1%). Figures reflect the Q3 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Triad Financial Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1925074). View Triad Financial Advisors, Inc.’s 13F filings on SEC