Trinity Financial Advisors LLC Dimensional ETF Tr U S Equity Transaction History

Trinity Financial Advisors LLC

$344 Million
Q3 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 245,830 shares of DFUS stock, worth $17.9 Million. This represents 5.17% of its overall portfolio holdings.

Number of Shares

245,830

Previous 236,361 4.01%

Holding current value

$17.9 Million

Previous $15.8 Million 12.42%

% of portfolio

5.17%

Previous 4.91%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$67.01 - $72.84 $634,517 - $689,721	9,469 Added 4.01%	245,830 $17.8 Million
Q2 2025 Jul 03, 2025	SELL	$53.65 - $67.02 $949,873 - $1.19 Million	-17,705 Reduced 6.97%	236,361 $15.8 Million
Q1 2025 May 19, 2025	BUY	$59.61 - $66.71 $543,583 - $608,328	9,119 Added 3.72%	254,066 $15.4 Million
Q1 2025 Apr 15, 2025	BUY	$59.61 - $66.71 $1.61 Million - $1.81 Million	27,071 Added 12.42%	244,947 $14.7 Million
Q4 2024 Jan 10, 2025	BUY	$61.52 - $66.5 $6.91 Million - $7.46 Million	112,247 Added 106.27%	217,876 $13.9 Million

Q3 2024 Oct 03, 2024	BUY	$56.04 - $62.2 $4.49 Million - $4.98 Million	80,068 Added 313.24%	105,629 $6.57 Million
Q2 2024 Jul 10, 2024	BUY	$53.83 - $59.14 $1.38 Million - $1.51 Million	25,561 New	25,561 $1.5 Million

Others Institutions Holding DFUS

# of Institutions

833

Shares Held

203M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Trinity Financial Advisors LLC Dimensional ETF Tr U S Equity Transaction History