Trinity Financial Advisors LLC DFUS Holdings History
Trinity Financial Advisors LLC's Dimensional U.S. Equity Market ETF Holding Summary
As of 2025-06-30, Trinity Financial Advisors LLC held 236,361.00 shares of Dimensional U.S. Equity Market ETF(DFUS), totaling $15.84 Mil. This investment constitutes 4.85% of their stock portfolio, and Trinity Financial Advisors LLC now holds 0.1% of the outstanding Dimensional U.S. Equity Market ETF(DFUS) stock.
The initial trade took place in 2024Q2. And since then Trinity Financial Advisors LLC has made 4 purchases of DFUS, at an average price of $62.04, for a total of 254,066.00 shares. In addition, there have been 1 sales at an average price of $61.90 for 17,705.00 shares. Based on historical transaction data and DFUS's current price of $68.81, Trinity Financial Advisors LLC's estimated gain on his DFUS holdings is $1.60 Mil, reflecting a 10.14% gain to date.
Trinity Financial Advisors LLC DFUS ($68.81) Holding Chart
Trinity Financial Advisors LLC DFUS ($68.81) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
