Ownership history in Trinity Financial Advisors LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Trinity Financial Advisors LLC reported a position in DIMENSIONAL ETF TRUST (DFUS). 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 outperformed the S&P 500 by +0.2% annually on this DFUS position. Timing score: 60% (3/5 decisions correct). Average cost basis: $63.55. Maximum drawdown during holding period: β4.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $60.04 (2025 Q1) Β· Worst: $74.17 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 5.55% 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.