Trinity Financial Advisors LLC Dimensional ETF Tr Transaction History
Trinity Financial Advisors LLC
- $344 Million
- Q3 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 104,879 shares of DFAI stock, worth $3.89 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
104,879
Previous 92,117
13.85%
Holding current value
$3.89 Million
Previous $3.18 Million
19.72%
% of portfolio
1.11%
Previous 0.99%
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio