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

Trellis Wealth Advisors LLC

$230 Billion
Q2 2025

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 55,999 shares of DFSU stock, worth $0. This represents 0.96% of its overall portfolio holdings.

Number of Shares

55,999

Previous 56,193 0.35%

Holding current value

Previous $2.01 Billion 9.23%

% of portfolio

0.96%

Previous 0.98%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 21, 2025	SELL	N/A	-194 Reduced 0.35%	55,999 $2.2 Billion
Q1 2025 Apr 23, 2025	BUY	N/A	200 Added 0.36%	56,193 $2.01 Billion
Q4 2024 Feb 03, 2025	SELL	N/A	-4,650 Reduced 7.67%	55,993 $2.12 Billion
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

221

Shares Held

27.4M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMEN US SU

Ticker DFSU

More about DFSU

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Trellis Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trellis Wealth Advisors LLC with notifications on news.

Account

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