Trinity Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History

Trinity Financial Advisors LLC

$337 Million
Q4 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 132,128 shares of DFIS stock, worth $4.15 Million. This represents 1.23% of its overall portfolio holdings.

Number of Shares

132,128

Previous 124,805 5.87%

Holding current value

$4.15 Million

Previous $3.95 Million 5.17%

% of portfolio

1.23%

Previous 1.15%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 13, 2026	BUY	$30.89 - $32.15 $226,207 - $235,434	7,323 Added 5.87%	132,128 $4.15 Million
Q3 2025 Oct 07, 2025	BUY	$29.65 - $31.77 $163,104 - $174,766	5,501 Added 4.61%	124,805 $3.95 Million
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

292

Shares Held

114M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFIS
Sector ETFs
Industry ETFs

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Trinity Financial Advisors LLC Dimensional ETF Tr Dimensional Transaction History