Trellis Wealth Advisors LLC Dimensional ETF Tr Short Durat Transaction History

Trellis Wealth Advisors LLC

$200 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Aug 10, 2023	SELL	$46.1 - $46.75 $264,844 - $268,578	-5,745 Closed	0 $0
Q4 2022 Aug 10, 2023	BUY	$45.19 - $46.47 $259,616 - $266,970	5,745 New	5,745 $265 Million

Others Institutions Holding DFSD

# of Institutions

258

Shares Held

46.4M

Call Options Held

0

Put Options Held

0

Resources Investment Advisors, Llc. Overland Park, KS

2.39M
Shares

$113 Million
1.35% of portfolio
Beaird Harris Wealth Management, LLC Dallas, TX

2.37M
Shares

$112 Million
11.04% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

2.08M
Shares

$98.4 Million
1.09% of portfolio
Di Nuzzo Private Wealth, Inc. Beaver, PA

2M
Shares

$94.6 Million
15.04% of portfolio
Planning Center, Inc.

1.97M
Shares

$93.4 Million
16.69% of portfolio

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

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