Trellis Wealth Advisors LLC Dimensional ETF Tr Dimen Us Su Transaction History
Trellis Wealth Advisors LLC
- $199 Billion
- Q4 2024
A detailed history of Trellis Wealth Advisors LLC transactions in Dimensional ETF Tr Dimen Us Su stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 55,993 shares of DFSU stock, worth $0. This represents 1.07% of its overall portfolio holdings.
Number of Shares
55,993
Previous 60,643
7.67%
Holding current value
$0
Previous $2.25 Billion
5.88%
% of portfolio
1.07%
Previous 1.13%
Shares
9 transactions
Others Institutions Holding DFSU
# of Institutions
196Shares Held
24.4MCall Options Held
0Put Options Held
0-
Retirement Solution Inc.5.67MShares$00.0% of portfolio
-
Awm Capital, LLC2.94MShares$00.0% of portfolio
-
Quantum Financial Advisors, LLC Manhattan Beach, CA2.27MShares$00.0% of portfolio
-
Merriman Wealth Management, LLC989KShares$00.0% of portfolio
-
Abacus Wealth Partners, LLC Santa Monica, CA971KShares$05.49% of portfolio