Trinity Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Trinity Financial Advisors LLC

  • $247 Million
  • Q3 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 54,261 shares of DFIS stock, worth $1.35 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
54,261
Previous 20,781 161.11%
Holding current value
$1.35 Million
Previous $511,000 184.74%
% of portfolio
0.59%
Previous 0.23%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
195
Shares Held
78.5M
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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