Trellis Wealth Advisors LLC Dimensional ETF Tr Dimen Us Su Transaction History

Trellis Wealth Advisors LLC

  • $200 Billion
  • Q3 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 60,643 shares of DFSU stock, worth $0. This represents 1.13% of its overall portfolio holdings.

Number of Shares
60,643
Previous 57,628 5.23%
Holding current value
$0
Previous $2.01 Billion 12.23%
% of portfolio
1.13%
Previous 1.1%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
N/A
3,015 Added 5.23%
60,643 $2.25 Billion
Q2 2024

Jul 30, 2024
BUY
N/A
113 Added 0.2%
57,628 $2.01 Billion
Q1 2024

Apr 19, 2024
BUY
N/A
168 Added 0.29%
57,515 $1.98 Billion
Q4 2023

Jan 19, 2024
SELL
N/A
-49,135 Reduced 46.14%
57,347 $1.79 Billion
Q3 2023

Oct 23, 2023
BUY
N/A
81,337 Added 323.47%
106,482 $2.95 Billion
Q2 2023

Aug 10, 2023
BUY
N/A
25,145 New
25,145 $722 Million
Q1 2023

Aug 10, 2023
BUY
N/A
13,919 Added 132.85%
24,396 $649 Million
Q4 2022

Aug 10, 2023
SELL
N/A
-14,668 Reduced 58.33%
10,477 $261 Million

Others Institutions Holding DFSU

# of Institutions
161
Shares Held
21.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMEN US SU

DFSU Quotes by TradingView
  • Ticker DFSU
More about DFSU
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