Trinity Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Trinity Financial Advisors LLC

$322 Million
Q2 2025

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 119,304 shares of DFIS stock, worth $3.62 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

119,304

Previous 116,868 2.08%

Holding current value

$3.62 Million

Previous $3.02 Million 17.92%

% of portfolio

1.1%

Previous 1.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 03, 2025	BUY	$23.2 - $29.84 $56,515 - $72,690	2,436 Added 2.08%	119,304 $3.56 Million
Q1 2025 May 19, 2025	BUY	$23.92 - $26.89 $15,548 - $17,478	650 Added 0.56%	116,868 $3.02 Million
Q1 2025 Apr 15, 2025	BUY	$23.92 - $26.89 $14,854 - $16,698	621 Added 0.54%	116,218 $3.04 Million
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

264

Shares Held

85M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

More about DFIS

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Trinity Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History