Trinity Financial Advisors LLC Dimensional ETF Tr Transaction History
Trinity Financial Advisors LLC
- $322 Million
- Q2 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 643,508 shares of DFIV stock, worth $28.7 Million. This represents 8.55% of its overall portfolio holdings.
Number of Shares
643,508
Previous 635,391
1.28%
Holding current value
$28.7 Million
Previous $25 Million
10.21%
% of portfolio
8.55%
Previous 8.95%
Shares
12 transactions
Others Institutions Holding DFIV
# of Institutions
720Shares Held
232MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc21.1MShares$943 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$852 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$499 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$383 Million2.4% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.83MShares$350 Million0.22% of portfolio