Trellis Wealth Advisors LLC DFAX Holdings History
Trellis Wealth Advisors LLC's Dimensional World ex U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Trellis Wealth Advisors LLC held 1.56 Mil shares of Dimensional World ex U.S. Core Equity 2 ETF(DFAX), totaling $40.76 Mil. This investment constitutes 19.78% of their stock portfolio, and Trellis Wealth Advisors LLC now holds 0.53% of the outstanding Dimensional World ex U.S. Core Equity 2 ETF(DFAX) stock.
The initial trade took place in 2022Q4. And since then Trellis Wealth Advisors LLC has made 8 purchases of DFAX, at an average price of $21.31, for a total of 1.56 Mil shares. Based on historical transaction data and DFAX's current price of $29.48, Trellis Wealth Advisors LLC's estimated gain on his DFAX holdings is $12.71 Mil, reflecting a 38.36% gain to date.
Trellis Wealth Advisors LLC DFAX ($29.48) Holding Chart
Trellis Wealth Advisors LLC DFAX ($29.48) 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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