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Dimensional Etf Trust shares owned by Trinity Financial Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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

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Quarterly reported holdings in Dimensional Etf Trust by Trinity Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $22M 590k 36.75
2023-12-31 $20M 567k 34.36
2023-09-30 $13M 392k 32.62
2023-06-30 $11M 324k 32.85
2023-03-31 $8.3M 259k 32.23
2022-12-31 $5.7M 187k 30.40

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

Buckingham Asset Management
Mercer Global Advisors
Savant Capital Management
Pnc Financial Services
Jane Street
Modera Wealth Management
Creative Planning
Plan
Resource Consulting Group
CI Private Wealth
Buckingham Strategic Partners
Raymond James Financial Services Advisors
Wealth Enhancement Advisory Services
HPM Partners
Foster Group

View all funds holding Dimensional Etf Trust