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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

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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

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Quarterly reported holdings in Dimensional Etf Trust by Trellis Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Trellis Wealth Advisors

Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Us Eqt Etf (AVUS)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Sustainabilty (DFSU)
American Centy Etf Tr Avantis Respon U (AVSU)
Dimensional Etf Trust International (DFSI)
American Centy Etf Tr Avantis Responsi (AVSD)
Apple (AAPL)

View all positions for Trellis Wealth Advisors

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Colony
Envestnet Asset Management
LPL Financial
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
Glenmede Trust Company
Hanson McClain Advisors
Plan
Brian McDonald
Great Waters Wealth Management
JFS Wealth Advisors
Assetmark
Alerus Financial

View all funds holding Dimensional Etf Trust