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 $29.1 Million. This represents 8.55% of its overall portfolio holdings.

Number of Shares

643,508

Previous 635,391 1.28%

Holding current value

$29.1 Million

Previous $25 Million 10.21%

% of portfolio

8.55%

Previous 8.95%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 03, 2025	BUY	$34.67 - $43.21 $281,416 - $350,735	8,117 Added 1.28%	643,508 $27.6 Million
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

742

Shares Held

261M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

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Trinity Financial Advisors LLC Dimensional ETF Tr Transaction History