Trinity Financial Advisors »

Dimensional Etf Trust shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Trinity Financial Advisors from 13F filings

Historical chart of Trinity Financial Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Trinity Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 98k 62.34
2023-12-31 $5.0M 83k 59.62
2023-09-30 $3.6M 69k 52.49
2023-06-30 $3.1M 57k 54.80
2023-03-31 $2.1M 40k 52.70
2022-12-31 $1.7M 34k 51.15
2022-09-30 $816k 18k 46.49

More positions owned by Trinity Financial Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)
Owl Rock Capital Corporation (OBDC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Oaktree Specialty Lending Corp (OCSL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)

View all positions for Trinity Financial Advisors

Top funds holding Dimensional Etf Trust

Creative Planning
Bank of America Corporation
Alaska Permanent Fund Corp
Buckingham Asset Management
TCI Wealth Advisors
Ark & Tlk Investments
Plan
Financial Counselors
Mercer Global Advisors
Savant Capital Management
Pure Financial Advisors
Resource Consulting Group
Beaird Harris Wealth Management
Sageworth Trust Company
Massmutual Trust

View all funds holding Dimensional Etf Trust