Trellis Wealth Advisors LLC Dimensional ETF Tr U S Core Eq Transaction History

Trellis Wealth Advisors LLC

  • $206 Billion
  • Q1 2025

A detailed history of Trellis Wealth Advisors LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 987,498 shares of DFAC stock, worth $31.9 Million. This represents 15.81% of its overall portfolio holdings.

Number of Shares
987,498
Previous 1,015,311 2.74%
Holding current value
$31.9 Million
Previous $35.1 Billion 7.24%
% of portfolio
15.81%
Previous 17.66%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
$32.42 - $36.13 $901,697 - $1 Million
-27,813 Reduced 2.74%
987,498 $32.6 Billion
Q4 2024

Feb 03, 2025
BUY
$33.92 - $36.6 $503,406 - $543,180
14,841 Added 1.48%
1,015,311 $35.1 Billion
Q3 2024

Oct 21, 2024
BUY
$31.05 - $34.29 $1.08 Million - $1.19 Million
34,804 Added 3.6%
1,000,470 $34.3 Billion
Q2 2024

Jul 30, 2024
BUY
$30.09 - $32.37 $1 Million - $1.08 Million
33,323 Added 3.57%
965,666 $31.1 Billion
Q1 2024

Apr 19, 2024
BUY
$28.62 - $31.95 $810,747 - $905,079
28,328 Added 3.13%
932,343 $29.8 Billion
Q4 2023

Jan 19, 2024
BUY
$24.91 - $29.38 $675,982 - $797,285
27,137 Added 3.09%
904,015 $26.4 Billion
Q3 2023

Oct 23, 2023
BUY
$26.05 - $28.22 $2.48 Million - $2.69 Million
95,258 Added 12.19%
876,878 $23 Billion
Q2 2023

Aug 10, 2023
BUY
$24.86 - $27.15 $19.4 Million - $21.2 Million
781,620 New
781,620 $21.2 Billion
Q1 2023

Aug 10, 2023
BUY
$24.18 - $26.58 $2.22 Million - $2.44 Million
91,784 Added 14.13%
741,227 $18.9 Billion
Q4 2022

Aug 10, 2023
SELL
$22.49 - $25.81 $2.97 Million - $3.41 Million
-132,177 Reduced 16.91%
649,443 $15.8 Billion

Others Institutions Holding DFAC

# of Institutions
1,080
Shares Held
804M
Call Options Held
40K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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