TRIAD FINANCIAL ADVISORS, INC.
CIK 1925074 · Holdings on Sep 30, 2023 · First reported Nov 2, 2023
Top ten holdings
Q3 2023- DFAC16.01%
- IVW13.32%
- DFSD10.07%
- DFCF7.52%
- DFAI5.83%
- DUHP4.62%
- BSV4.26%
- DFLV3.46%
- AAPL3.14%
- DFIC2.74%
Share classes counted separately70.97%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DFACDIMENSIONAL US CORE EQUITY 2US CORE EQUITY 2 View history and evidence | $45.46M | 16.01% | 1.74M shares | — | ▾ | |
| 02 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $37.83M | 13.32% | 552.86K shares | — | ▾ | |
| 03 | DFSDDIMENSIONAL SHORT DURATIONSHORT DURATION F View history and evidence | $28.59M | 10.07% | 616.39K shares | — | ▾ | |
| 04 | DFCFDIMENSIONAL CORE FIXED INCCORE FIXED INCOM View history and evidence | $21.36M | 7.52% | 529.01K shares | — | ▾ | |
| 05 | DFAIDIMENSIONAL INTERNATIONAL COINTL CORE EQT MK View history and evidence | $16.55M | 5.83% | 634.02K shares | — | ▾ | |
| 06 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $13.13M | 4.62% | 511.06K shares | — | ▾ | |
| 07 | BSVVANGUARD SHORT-TERM BOND ETFSHORT TRM BOND View history and evidence | $12.11M | 4.26% | 161.08K shares | — | ▾ | |
| 08 | DFLVDIM US LARGE CAP VALUE ETFUS LARGE CAP VAL View history and evidence | $9.84M | 3.46% | 396.45K shares | — | ▾ | |
| 09 | AAPLAPPLE INC View history and evidence | $8.92M | 3.14% | 52.09K shares | — | ▾ | |
| 10 | DFICDIMENSIONAL INTERNATIONAL COINTL CORE EQUITY View history and evidence | $7.77M | 2.74% | 332.71K shares | — | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| D DOMINION ENERGY INC | Non-derivative | — | — | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1925074 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-02
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 283920964
}Research all 98 reported holdings.
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