Trinity Financial Advisors LLC Dimensional ETF Tr Transaction History
Trinity Financial Advisors LLC
- $258 Million
- Q4 2024
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 198,560 shares of DFAE stock, worth $5.25 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
198,560
Previous 104,676
89.69%
Holding current value
$5.25 Million
Previous $2.87 Million
75.5%
% of portfolio
1.95%
Previous 1.16%
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
539Shares Held
168MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$411 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$335 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$237 Million2.96% of portfolio
-
Ubs Group Ag5.28MShares$140 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$121 Million0.01% of portfolio