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 $14.1 Million. This represents 5.38% of its overall portfolio holdings.
Number of Shares
217,876
Previous 105,629
106.27%
Holding current value
$14.1 Million
Previous $6.57 Million
111.54%
% of portfolio
5.38%
Previous 2.66%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
655Shares Held
135MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ8.75MShares$565 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$514 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$378 Million19.88% of portfolio
-
Plancorp, LLC4.96MShares$321 Million12.66% of portfolio
-
Envestnet Asset Management Inc4.12MShares$266 Million0.08% of portfolio