Trinity Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Trinity Financial Advisors LLC

  • $258 Million
  • Q4 2024

A detailed history of Trinity Financial Advisors LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 115,597 shares of DFIS stock, worth $2.91 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares
115,597
Previous 54,261 113.04%
Holding current value
$2.91 Million
Previous $1.46 Million 95.12%
% of portfolio
1.1%
Previous 0.59%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$24.25 - $26.7 $1.49 Million - $1.64 Million
61,336 Added 113.04%
115,597 $2.84 Million
Q3 2024

Oct 03, 2024
BUY
$24.06 - $26.97 $805,528 - $902,955
33,480 Added 161.11%
54,261 $1.46 Million
Q2 2024

Jul 10, 2024
BUY
$24.08 - $25.86 $500,406 - $537,396
20,781 New
20,781 $511,000

Others Institutions Holding DFIS

# of Institutions
198
Shares Held
79.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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