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 156,818 shares of DFAE stock, worth $4.59 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares

156,818

Previous 200,333 21.72%

Holding current value

$4.59 Million

Previous $5.19 Million 12.48%

% of portfolio

1.41%

Previous 1.86%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 03, 2025	SELL	$22.87 - $28.95 $995,188 - $1.26 Million	-43,515 Reduced 21.72%	156,818 $4.54 Million
Q1 2025 May 19, 2025	BUY	$24.64 - $26.86 $43,736 - $47,676	1,775 Added 0.89%	200,333 $5.19 Million
Q1 2025 Apr 15, 2025	SELL	$24.64 - $26.86 $49 - $53	-2 Reduced -0.0%	198,558 $5.16 Million
Q4 2024 Jan 10, 2025	BUY	$25.36 - $28.15 $2.38 Million - $2.64 Million	93,884 Added 89.69%	198,560 $5.04 Million
Q3 2024 Oct 03, 2024	BUY	$24.46 - $27.82 $1.52 Million - $1.73 Million	62,141 Added 146.09%	104,676 $2.87 Million
Q2 2024 Jul 10, 2024	BUY	$24.03 - $26.3 $824,469 - $902,353	34,310 Added 417.14%	42,535 $1.1 Million
Q1 2024 Apr 17, 2024	BUY	$22.74 - $24.88 $187,036 - $204,638	8,225 New	8,225 $203,000

Others Institutions Holding DFAE

# of Institutions

566

Shares Held

162M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR

Ticker DFAE
Sector ETFs
Industry ETFs

More about DFAE

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Trinity Financial Advisors LLC Dimensional ETF Tr Transaction History