Trinity Financial Advisors LLC DFAS Holdings History
Trinity Financial Advisors LLC's Dimensional U.S. Small Cap ETF Holding Summary
As of 2025-06-30, Trinity Financial Advisors LLC held 171,189.00 shares of Dimensional U.S. Small Cap ETF(DFAS), totaling $10.91 Mil. This investment constitutes 3.34% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0.11% of the outstanding Dimensional U.S. Small Cap ETF(DFAS) stock.
The initial trade took place in 2022Q3. And since then Trinity Financial Advisors LLC has made 12 purchases of DFAS, at an average price of $57.98, for a total of 171,189.00 shares. Based on historical transaction data and DFAS's current price of $65.69, Trinity Financial Advisors LLC's estimated gain on his DFAS holdings is $1.32 Mil, reflecting a 13.30% gain to date.
Trinity Financial Advisors LLC DFAS ($65.69) Holding Chart
Trinity Financial Advisors LLC DFAS ($65.69) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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