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Dimensional Etf Trust shares owned by Trellis Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSI) 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 $1.9M 53k 35.74
2024-06-30 $1.7M 51k 32.94
2024-03-31 $1.4M 41k 33.67
2023-12-31 $1.3M 41k 32.03
2023-09-30 $2.2M 77k 28.71

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

Quantum Financial Advisors
Awm Capital
Francis Financial
Merriman Wealth Management
Vista Wealth Management Group
Abacus Wealth Partners
Retirement Solution
Forum Financial Management
Greenspring Advisors
Planning Center
Pathstone Holdings
Heritage Financial Services
New Capital Management
CI Private Wealth
Asset Dedication

View all funds holding Dimensional Etf Trust