Dimensional Etf Trust shares owned by Trellis Wealth Advisors
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSU) 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 | $2.2M | 51k | 42.47 |
| 2025-06-30 | $2.2M | 56k | 39.25 |
| 2025-03-31 | $2.0M | 56k | 35.81 |
| 2024-12-31 | $2.1M | 56k | 37.90 |
| 2024-09-30 | $2.3M | 61k | 37.18 |
| 2024-06-30 | $2.0M | 58k | 34.86 |
| 2024-03-31 | $2.0M | 58k | 34.41 |
| 2023-12-31 | $1.8M | 57k | 31.13 |
| 2023-09-30 | $3.0M | 107k | 27.75 |