Trinity Financial Advisors LLC DFIV Holdings History
Trinity Financial Advisors LLC's Dimensional International Value ETF Holding Summary
As of 2025-06-30, Trinity Financial Advisors LLC held 643,508.00 shares of Dimensional International Value ETF(DFIV), totaling $27.56 Mil. This investment constitutes 8.44% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0.23% of the outstanding Dimensional International Value ETF(DFIV) stock.
The initial trade took place in 2022Q4. And since then Trinity Financial Advisors LLC has made 10 purchases of DFIV, at an average price of $32.25, for a total of 661,859.00 shares. In addition, there have been 1 sales at an average price of $36.65 for 18,351.00 shares. Based on historical transaction data and DFIV's current price of $44.30, Trinity Financial Advisors LLC's estimated gain on his DFIV holdings is $7.84 Mil, reflecting a 36.72% gain to date.
Trinity Financial Advisors LLC DFIV ($44.30) Holding Chart
Trinity Financial Advisors LLC DFIV ($44.30) 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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