Trinity Financial Advisors LLC Dimensional ETF Tr Transaction History
Trinity Financial Advisors LLC
- $691 Million
- Q1 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 198,558 shares of DFAE stock, worth $5.16 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
198,558
Previous 198,560
0.0%
Holding current value
$5.16 Million
Previous $5.04 Million
2.4%
% of portfolio
0.75%
Previous 1.95%
Shares
5 transactions
Others Institutions Holding DFAE
# of Institutions
548Shares Held
171MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$404 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$329 Million1.3% of portfolio
-
Mather Group, Llc. Chicago, IL10.6MShares$277 Million3.21% of portfolio
-
Ubs Group Ag5.28MShares$137 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC4.58MShares$119 Million0.01% of portfolio