Trellis Wealth Advisors LLC Dimensional ETF Tr Dimen Intl Transaction History
Trellis Wealth Advisors LLC
- $182 Billion
- Q2 2024
A detailed history of Trellis Wealth Advisors LLC transactions in Dimensional ETF Tr Dimen Intl stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 50,669 shares of DFSI stock, worth $0. This represents 0.92% of its overall portfolio holdings.
Number of Shares
50,669
Previous 41,444
22.26%
Holding current value
$0
Previous $1.4 Billion
19.61%
% of portfolio
0.92%
Previous 0.79%
Shares
7 transactions
Others Institutions Holding DFSI
# of Institutions
132Shares Held
8.68MCall Options Held
0Put Options Held
0-
Quantum Financial Advisors, LLC Manhattan Beach, CA945KShares$00.0% of portfolio
-
Awm Capital, LLC659KShares$00.0% of portfolio
-
Merriman Wealth Management, LLC556KShares$00.0% of portfolio
-
Francis Financial, Inc. New York, NY513KShares$00.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA497KShares$02.67% of portfolio