Trinity Financial Advisors LLC Dimensional ETF Tr U S Equity Transaction History
Trinity Financial Advisors LLC
- $258 Million
- Q4 2024
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 217,876 shares of DFUS stock, worth $13.6 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
217,876
Previous 105,629
106.27%
Holding current value
$13.6 Million
Previous $6.57 Million
111.54%
% of portfolio
5.38%
Previous 2.66%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
724Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.65 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$497 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$362 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$299 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$252 Million0.09% of portfolio