Dimensional Etf Trust shares owned by Trellis Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSE) shares owned by Trellis Wealth Advisors
from 13F filings
Historical chart of Trellis Wealth Advisors investment in Dimensional Etf Trust
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All positions including Dimensional Etf Trust held by Trellis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Dimensional Etf Trust by Trellis Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $426k | 13k | 32.20 |
2023-12-31 | $410k | 13k | 31.63 |
2023-09-30 | $717k | 24k | 29.39 |