Trellis Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Trellis Wealth Advisors’s Portfolio DFSE Stock Details DFSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$620K	Buy
2025 Q1	$545K	Buy
2024 Q4	$534K	Sell
2024 Q3	$604K	Buy
2024 Q2	$542K	Buy
2024 Q1	$426K	Buy
2023 Q4	$410K	Sell
2023 Q3	$717K	Buy