Trellis Wealth Advisors LLC Dimensional ETF Tr Dimen Us Su Transaction History
Trellis Wealth Advisors LLC
- $177 Billion
- Q1 2024
A detailed history of Trellis Wealth Advisors LLC transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 57,515 shares of DFSU stock, worth $0. This represents 1.12% of its overall portfolio holdings.
Number of Shares
57,515
Previous 57,347
0.29%
Holding current value
$0
Previous $1.79 Billion
10.86%
% of portfolio
1.12%
Previous 0.97%
Shares
6 transactions
Others Institutions Holding DFSU
# of Institutions
128Shares Held
18.9MCall Options Held
0Put Options Held
0-
Retirement Solution Inc.6.11MShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA2.01MShares$00.0% of portfolio
-
Awm Capital, LLC1.9MShares$00.0% of portfolio
-
Merriman Wealth Management, LLC1.01MShares$00.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA898KShares$05.18% of portfolio