Trinity Financial Advisors LLC Dimensional ETF Tr U S Small C Transaction History

Trinity Financial Advisors LLC

  • $691 Million
  • Q1 2025

A detailed history of Trinity Financial Advisors LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 165,751 shares of DFAS stock, worth $9.61 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares
165,751
Previous 157,185 5.45%
Holding current value
$9.61 Million
Previous $10.2 Million 3.26%
% of portfolio
1.43%
Previous 3.96%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$58.81 - $68.2 $503,766 - $584,201
8,566 Added 5.45%
165,751 $9.9 Million
Q4 2024

Jan 10, 2025
BUY
$63.58 - $71.15 $1.8 Million - $2.01 Million
28,259 Added 21.92%
157,185 $10.2 Million
Q3 2024

Oct 03, 2024
BUY
$59.25 - $65.33 $1.04 Million - $1.15 Million
17,593 Added 15.8%
128,926 $8.36 Million
Q2 2024

Jul 10, 2024
BUY
$57.42 - $62.37 $754,613 - $819,666
13,142 Added 13.38%
111,333 $6.69 Million
Q1 2024

Apr 17, 2024
BUY
$56.66 - $62.34 $849,900 - $935,100
15,000 Added 18.03%
98,191 $6.12 Million
Q4 2023

Feb 05, 2024
BUY
$48.83 - $60.51 $675,807 - $837,458
13,840 Added 19.96%
83,191 $4.96 Million
Q3 2023

Oct 18, 2023
BUY
$51.84 - $57.67 $632,914 - $704,093
12,209 Added 21.37%
69,351 $3.64 Million
Q2 2023

Jul 20, 2023
BUY
$49.85 - $54.8 $844,907 - $928,805
16,949 Added 42.17%
57,142 $3.13 Million
Q1 2023

Apr 10, 2023
BUY
$50.35 - $57.8 $314,435 - $360,961
6,245 Added 18.4%
40,193 $2.12 Million
Q4 2022

Jan 20, 2023
BUY
$47.77 - $54.73 $783,284 - $897,407
16,397 Added 93.42%
33,948 $0
Q3 2022

Oct 24, 2022
BUY
$46.47 - $55.84 $815,594 - $980,047
17,551 New
17,551 $816,000

Others Institutions Holding DFAS

# of Institutions
804
Shares Held
120M
Call Options Held
0
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR U S SMALL C

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