Trinity Financial Advisors Llc: Significant Q2 2026 ETF Purchases and Minor Sales Observed
Trinity Financial Advisors increased positions in Dimensional Fund's DFAE, significantly boosted holdings in VO and VUG, added Blue Owl Capital (OBDC), and maintained exposure to Dimensional funds like DFIV.
By Insiderset.Jul 8, 2026, 11:00 PM
Trinity Financial Advisors increased positions in Dimensional Fund's DFAE, significantly boosted holdings in VO and VUG, added Blue Owl Capital (OBDC), and maintained exposure to Dimensional funds like DFIV.