Ownership history in Trinity Financial Advisors LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Trinity Financial Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DFIV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Trinity Financial Advisors LLC underperformed the S&P 500 by β0.1% annually on this DFIV position. Timing score: 73% (8/11 decisions correct). Average cost basis: $32.67. Maximum drawdown during holding period: β5.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 11 add/trim decisions correct
Best entry: $28.95 (2023 Q1) Β· Worst: $49.90 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
12 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Trinity Financial Advisors LLC has been actively increasing its DFIV allocation β a bullish signal from insiders.
Currently 9.23% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.