Ownership history in Trinity Financial Advisors LLC · 7 quarters on record
This page tracks every 13F SEC filing in which Trinity Financial Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DFIS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 132,128 | +7,323 | +5.9% | 1.22% | $4.4M | $32.94 |
| 2025 Q3 | ADDED | 124,805 | +5,501 | +4.6% | 1.14% | $3.9M | $31.48 |
| 2025 Q2 | ADDED | 119,304 | +3,086 | +2.7% | 1.09% | $3.6M | $29.60 |
| 2025 Q1 | ADDED | 116,218 | +621 | +0.5% | 1.06% | $3.0M | $25.24 |
| 2024 Q4 | ADDED | 115,597 | +61,336 | +113.0% | 1.08% | $2.8M | $23.96 |
| 2024 Q3 | ADDED | 54,261 | +33,480 | +161.1% | 0.54% | $1.2M | $26.01 |
| 2024 Q2 | INITIATED | 20,781 | — | — | 0.23% | $512K | — |
As of 2025 Q4 — sorted by position size