TRIAD FINANCIAL ADVISORS, INC.

13F Portfolio Filings

Most recent 13F
Q3 2023
Location
Greensboro, NC
CIK
0001925074
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2023 98 283,920 DIMENSIONAL ETF TRUST, DFAC, IVW, DFAI 13F-HR 11/2/2023 000172554723001696
Q2 2023 94 243,583 DFAC, IVW, DIMENSIONAL ETF TRUST, BSV 13F-HR 7/31/2023 000172554723000158
Q1 2023 98 229,731 DFAC, DIMENSIONAL ETF TRUST, IVW, BSV 13F-HR 5/5/2023 000172554723000100
Q4 2022 110 224,246 DFAC, DIMENSIONAL ETF TRUST, IVW, BSV 13F-HR 2/14/2023 000172554723000069
Q3 2022 101 183,881 DIMENSIONAL ETF TRUST, DFAC, IVW, AAPL 13F-HR 11/4/2022 000172554722000185
Q2 2022 103 180,504 DFAC, DIMENSIONAL ETF TRUST, IVW, AAPL 13F-HR 8/11/2022 000172554722000145
Q1 2022 111 186,975 DFAC, DIMENSIONAL ETF TRUST, IVW, AAPL 13F-HR 5/9/2022 000172554722000086
Q4 2021 117 168,486 DFAC, DIMENSIONAL ETF TRUST, AAPL, DFUS 13F-HR 5/9/2022 000172554722000085