Trellis Wealth Advisors LLC Dimensional ETF Tr Dimen Emrgn Transaction History
Trellis Wealth Advisors LLC
- $177 Billion
- Q1 2024
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 13,215 shares of DFSE stock, worth $0. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,215
Previous 12,972
1.87%
Holding current value
$0
Previous $410 Million
3.73%
% of portfolio
0.24%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding DFSE
# of Institutions
94Shares Held
4.87MCall Options Held
0Put Options Held
0-
Quantum Financial Advisors, LLC Manhattan Beach, CA547KShares$00.0% of portfolio
-
Awm Capital, LLC536KShares$00.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA430KShares$02.39% of portfolio
-
Forum Financial Management, LP Lombard, IL331KShares$00.0% of portfolio
-
Five Oceans Advisors326KShares$00.0% of portfolio