Trellis Wealth Advisors LLC Dimensional ETF Tr Transaction History

Trellis Wealth Advisors LLC

  • $230 Billion
  • Q2 2025

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 1,657,619 shares of DFAX stock, worth $50.1 Million. This represents 21.19% of its overall portfolio holdings.

Number of Shares
1,657,619
Previous 1,555,655 6.55%
Holding current value
$50.1 Million
Previous $40.8 Billion 19.45%
% of portfolio
21.19%
Previous 19.78%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
$23.37 - $29.39 $2.38 Million - $3 Million
101,964 Added 6.55%
1,657,619 $48.7 Billion
Q1 2025

Apr 23, 2025
BUY
$24.45 - $27.2 $138,876 - $154,496
5,680 Added 0.37%
1,555,655 $40.8 Billion
Q4 2024

Feb 03, 2025
BUY
$24.76 - $27.04 $732,103 - $799,518
29,568 Added 1.94%
1,549,975 $38.5 Billion
Q3 2024

Oct 21, 2024
BUY
$24.29 - $27.25 $1.28 Million - $1.44 Million
52,838 Added 3.6%
1,520,407 $41.1 Billion
Q2 2024

Jul 30, 2024
BUY
$24.57 - $26.36 $1.03 Million - $1.11 Million
42,043 Added 2.95%
1,467,569 $37.3 Billion
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
$18.81 - $22.36 $2.37 Million - $2.82 Million
-126,001 Reduced 10.04%
1,129,036 $24.4 Billion

Others Institutions Holding DFAX

# of Institutions
635
Shares Held
243M
Call Options Held
6.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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