Trellis Wealth Advisors LLC Dimensional ETF Tr Dimen Intl Transaction History
Trellis Wealth Advisors LLC
- $200 Billion
- Q3 2024
A detailed history of Trellis Wealth Advisors LLC transactions in Dimensional ETF Tr Dimen Intl stock. As of the latest transaction made, Trellis Wealth Advisors LLC holds 53,098 shares of DFSI stock, worth $0. This represents 0.95% of its overall portfolio holdings.
Number of Shares
53,098
Previous 50,669
4.79%
Holding current value
$0
Previous $1.67 Billion
13.69%
% of portfolio
0.95%
Previous 0.92%
Shares
8 transactions
Others Institutions Holding DFSI
# of Institutions
148Shares Held
9.45MCall Options Held
0Put Options Held
0-
Quantum Financial Advisors, LLC Manhattan Beach, CA945KShares$00.0% of portfolio
-
Awm Capital, LLC905KShares$00.0% of portfolio
-
Francis Financial, Inc. New York, NY583KShares$00.0% of portfolio
-
Merriman Wealth Management, LLC568KShares$00.0% of portfolio
-
Vista Wealth Management Group, LLC524KShares$00.0% of portfolio