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 |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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