Trellis Wealth Advisors LLC DFAC Holdings History
Trellis Wealth Advisors LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 987,498.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $32.58 Mil. This investment constitutes 15.81% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0.1% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 7 purchases of DFAC, at an average price of $25.50, for a total of 1.02 Mil shares. In addition, there have been 1 sales at an average price of $34.71 for 27,813.00 shares. Based on historical transaction data and DFAC's current price of $36.25, Trellis Wealth Advisors LLC's estimated gain on his DFAC holdings is $10.87 Mil, reflecting a 41.97% gain to date.
Trellis Wealth Advisors LLC DFAC ($36.25) Holding Chart
Trellis Wealth Advisors LLC DFAC ($36.25) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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