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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Quarterly reported holdings in Dimensional Etf Trust by Trellis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $644k | 16k | 41.09 |
| 2025-06-30 | $620k | 16k | 38.06 |
| 2025-03-31 | $545k | 16k | 33.68 |
| 2024-12-31 | $534k | 16k | 33.13 |
| 2024-09-30 | $605k | 17k | 35.42 |
| 2024-06-30 | $542k | 16k | 33.46 |
| 2024-03-31 | $426k | 13k | 32.20 |
| 2023-12-31 | $410k | 13k | 31.63 |
| 2023-09-30 | $717k | 24k | 29.39 |