Trinity Financial Advisors LLC Dimensional ETF Tr Transaction History

Trinity Financial Advisors LLC

  • $337 Million
  • Q4 2025

A detailed history of Trinity Financial Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 173,319 shares of DFAE stock, worth $5.63 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
173,319
Previous 163,049 6.3%
Holding current value
$5.63 Million
Previous $5.14 Million 9.57%
% of portfolio
1.67%
Previous 1.49%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026
BUY
$30.74 - $33.05 $315,699 - $339,423
10,270 Added 6.3%
173,319 $5.63 Million
Q3 2025

Oct 07, 2025
BUY
$28.84 - $31.84 $179,702 - $198,395
6,231 Added 3.97%
163,049 $5.14 Million
Q2 2025

Jul 03, 2025
SELL
$22.87 - $28.95 $995,188 - $1.26 Million
-43,515 Reduced 21.72%
156,818 $4.54 Million
Q1 2025

May 19, 2025
BUY
$24.64 - $26.86 $43,736 - $47,676
1,775 Added 0.89%
200,333 $5.19 Million
Q1 2025

Apr 15, 2025
SELL
$24.64 - $26.86 $49 - $53
-2 Reduced -0.0%
198,558 $5.16 Million
Q4 2024

Jan 10, 2025
BUY
$25.36 - $28.15 $2.38 Million - $2.64 Million
93,884 Added 89.69%
198,560 $5.04 Million
Q3 2024

Oct 03, 2024
BUY
$24.46 - $27.82 $1.52 Million - $1.73 Million
62,141 Added 146.09%
104,676 $2.87 Million
Q2 2024

Jul 10, 2024
BUY
$24.03 - $26.3 $824,469 - $902,353
34,310 Added 417.14%
42,535 $1.1 Million
Q1 2024

Apr 17, 2024
BUY
$22.74 - $24.88 $187,036 - $204,638
8,225 New
8,225 $203,000

Others Institutions Holding DFAE

# of Institutions
633
Shares Held
186M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAE Quotes by TradingView
  • Ticker DFAE
  • Sector ETFs
  • Industry ETFs
More about DFAE
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