Trinity Financial Advisors LLC Dimensional ETF Tr Transaction History

Trinity Financial Advisors LLC

  • $279 Million
  • Q1 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 635,391 shares of DFIV stock, worth $26.9 Million. This represents 8.95% of its overall portfolio holdings.

Number of Shares
635,391
Previous 620,004 2.48%
Holding current value
$26.9 Million
Previous $24.6 Million 1.68%
% of portfolio
8.95%
Previous 3.56%

Shares

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

May 19, 2025
BUY
$35.33 - $40.77 $543,622 - $627,327
15,387 Added 2.48%
635,391 $25 Million
Q1 2025

Apr 15, 2025
BUY
$35.33 - $40.77 $687,133 - $792,935
19,449 Added 3.24%
620,004 $24.6 Million
Q4 2024

Jan 10, 2025
SELL
$34.86 - $37.97 $639,715 - $696,787
-18,351 Reduced 2.97%
600,555 $21.3 Million
Q3 2024

Oct 03, 2024
BUY
$34.66 - $38.38 $582,703 - $645,244
16,812 Added 2.79%
618,906 $23.6 Million
Q2 2024

Jul 10, 2024
BUY
$35.5 - $38.02 $422,308 - $452,285
11,896 Added 2.02%
602,094 $21.6 Million
Q1 2024

Apr 17, 2024
BUY
$33.15 - $36.75 $756,913 - $839,112
22,833 Added 4.02%
590,198 $21.7 Million
Q4 2023

Feb 05, 2024
BUY
$30.86 - $34.46 $5.42 Million - $6.05 Million
175,547 Added 44.8%
567,365 $19.5 Million
Q3 2023

Oct 18, 2023
BUY
$32.1 - $34.42 $2.18 Million - $2.33 Million
67,821 Added 20.93%
391,818 $12.8 Million
Q2 2023

Jul 20, 2023
BUY
$31.45 - $33.77 $2.06 Million - $2.21 Million
65,524 Added 25.35%
323,997 $10.6 Million
Q1 2023

Apr 10, 2023
BUY
$30.43 - $33.38 $2.19 Million - $2.4 Million
71,932 Added 38.56%
258,473 $8.33 Million
Q4 2022

Jan 20, 2023
BUY
$25.88 - $31.1 $4.83 Million - $5.8 Million
186,541 New
186,541 $0

Others Institutions Holding DFIV

# of Institutions
690
Shares Held
226M
Call Options Held
1.8K
Put Options Held
200
View Full List

About DIMENSIONAL ETF TR

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