Trellis Wealth Advisors LLC Dimensional ETF Tr Transaction History

Trellis Wealth Advisors LLC

  • $177 Billion
  • Q1 2024

A detailed history of Trellis Wealth Advisors LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 1,425,526 shares of DFAX stock, worth $36.8 Million. This represents 20.49% of its overall portfolio holdings.

Number of Shares
1,425,526
Previous 1,402,911 1.61%
Holding current value
$36.8 Million
Previous $34.3 Billion 5.86%
% of portfolio
20.49%
Previous 18.6%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
BUY
$23.42 - $25.45 $529,643 - $575,551
22,615 Added 1.61%
1,425,526 $36.3 Billion
Q4 2023

Jan 19, 2024
BUY
$21.44 - $24.42 $841,369 - $958,314
39,243 Added 2.88%
1,402,911 $34.3 Billion
Q3 2023

Oct 23, 2023
BUY
$22.41 - $24.35 $2.43 Million - $2.65 Million
108,631 Added 8.66%
1,363,668 $30.7 Billion
Q2 2023

Aug 10, 2023
BUY
$22.56 - $24.03 $28.3 Million - $30.2 Million
1,255,037 New
1,255,037 $29.3 Billion
Q1 2023

Aug 10, 2023
BUY
$21.74 - $23.72 $2.42 Million - $2.64 Million
111,481 Added 9.87%
1,240,517 $28.6 Billion
Q4 2022

Aug 10, 2023
SELL
$20.25 - $22.36 $2.55 Million - $2.82 Million
-126,001 Reduced 10.04%
1,129,036 $24.4 Billion

Others Institutions Holding DFAX

# of Institutions
470
Shares Held
211M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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