Trinity Financial Advisors LLC Dimensional ETF Tr Transaction History
Trinity Financial Advisors LLC
- $209 Million
- Q1 2024
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 590,198 shares of DFIV stock, worth $21.2 Million. This represents 10.36% of its overall portfolio holdings.
Number of Shares
590,198
Previous 567,365
4.02%
Holding current value
$21.2 Million
Previous $19.5 Million
11.26%
% of portfolio
10.36%
Previous 10.16%
Shares
6 transactions
Others Institutions Holding DFIV
# of Institutions
506Shares Held
168MCall Options Held
400Put Options Held
0-
Mercer Global Advisors Inc Denver, CO14.8MShares$533 Million1.55% of portfolio
-
Envestnet Asset Management Inc12.8MShares$461 Million0.18% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.3MShares$406 Million4.71% of portfolio
-
Northern Trust Corp Chicago, IL6.52MShares$234 Million0.04% of portfolio
-
Savant Capital, LLC6.3MShares$227 Million2.68% of portfolio