Trellis Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History
Trellis Wealth Advisors LLC
- $200 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
668Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$788 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$693 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$489 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.37MShares$411 Million22.37% of portfolio
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Savant Capital, LLC5.19MShares$289 Million2.46% of portfolio