Trinity Financial Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Trinity Financial Advisors LLC
- $691 Million
- Q1 2025
A detailed history of Trinity Financial Advisors LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Trinity Financial Advisors LLC holds 244,947 shares of DFUS stock, worth $14.7 Million. This represents 2.13% of its overall portfolio holdings.
Number of Shares
244,947
Previous 217,876
12.42%
Holding current value
$14.7 Million
Previous $13.9 Million
5.99%
% of portfolio
2.13%
Previous 5.38%
Shares
4 transactions
Others Institutions Holding DFUS
# of Institutions
746Shares Held
163MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.58 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$477 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.16MShares$309 Million20.01% of portfolio
-
Plancorp, LLC4.79MShares$287 Million12.62% of portfolio
-
Envestnet Asset Management Inc3.84MShares$230 Million0.08% of portfolio