Trellis Wealth Advisors LLC Dimensional ETF Tr U S Target Transaction History

Trellis Wealth Advisors LLC

$200 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Aug 10, 2023	BUY	$40.24 - $46.91 $247,073 - $288,027	6,140 New	6,140 $270 Million

Others Institutions Holding DFAT

# of Institutions

666

Shares Held

156M

Call Options Held

0

Put Options Held

0

Creative Planning Overland Park, KS

14.1M
Shares

$822 Million
0.78% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

12.4M
Shares

$723 Million
7.18% of portfolio
Forum Financial Management, LP Lombard, IL

8.78M
Shares

$511 Million
9.32% of portfolio
Index Fund Advisors, Inc.

7.37M
Shares

$428 Million
22.37% of portfolio
Savant Capital, LLC

5.19M
Shares

$302 Million
2.46% of portfolio

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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