Trellis Wealth Advisors LLC Dimensional ETF Tr Dimen Emrgn Transaction History

Trellis Wealth Advisors LLC

  • $230 Billion
  • Q2 2025

A detailed history of Trellis Wealth Advisors LLC transactions in Dimensional ETF Tr Dimen Emrgn stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 16,284 shares of DFSE stock, worth $0. This represents 0.27% of its overall portfolio holdings.

Number of Shares
16,284
Previous 16,178 0.66%
Holding current value
$0
Previous $545 Million 13.75%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Jul 21, 2025
BUY
N/A
106 Added 0.66%
16,284 $620 Million
Q1 2025

Apr 23, 2025
BUY
N/A
55 Added 0.34%
16,178 $545 Million
Q4 2024

Feb 03, 2025
SELL
N/A
-943 Reduced 5.53%
16,123 $534 Million
Q3 2024

Oct 21, 2024
BUY
N/A
868 Added 5.36%
17,066 $604 Million
Q2 2024

Jul 30, 2024
BUY
N/A
2,983 Added 22.57%
16,198 $542 Million
Q1 2024

Apr 19, 2024
BUY
N/A
243 Added 1.87%
13,215 $426 Million
Q4 2023

Jan 19, 2024
SELL
N/A
-11,415 Reduced 46.81%
12,972 $410 Million
Q3 2023

Oct 23, 2023
BUY
N/A
24,387 New
24,387 $717 Million

Others Institutions Holding DFSE

# of Institutions
148
Shares Held
7.48M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN EMRGN

DFSE Quotes by TradingView
  • Ticker DFSE
More about DFSE
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