Dimensional Etf Trust shares owned by Trellis Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Trellis Wealth Advisors
from 13F filings
Historical chart of Trellis Wealth Advisors investment in Dimensional Etf Trust
Tip: Access up to 7 years of quarterly data
All positions including Dimensional Etf Trust held by Trellis Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Dimensional Etf Trust by Trellis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $52M | 1.6M | 31.38 |
| 2025-06-30 | $49M | 1.7M | 29.37 |
| 2025-03-31 | $41M | 1.6M | 26.20 |
| 2024-12-31 | $39M | 1.5M | 24.86 |
| 2024-09-30 | $41M | 1.5M | 27.01 |
| 2024-06-30 | $37M | 1.5M | 25.42 |
| 2024-03-31 | $36M | 1.4M | 25.44 |
| 2023-12-31 | $34M | 1.4M | 24.42 |
| 2023-09-30 | $31M | 1.4M | 22.52 |