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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Quarterly reported holdings in Dimensional Etf Trust by Trellis Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 48k | 40.95 |
| 2025-06-30 | $2.0M | 51k | 39.41 |
| 2025-03-31 | $1.7M | 50k | 34.89 |
| 2024-12-31 | $1.6M | 50k | 32.85 |
| 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 |