Trellis Wealth Advisors LLC's ownership history for DFAX

Trellis Wealth Advisors LLC currently holds 1.6M shares with a market value of $52.0M. It started holding DFAX on 2024-09-30. At its peak, it held 1.7M shares on 2025-06-30. Its highest holding value was $52.0M on 2025-12-31. At its lowest, it held 1.5M shares on 2024-09-30, with a value of $38.5M on 2024-12-31. In the recent 180 days, Trellis Wealth Advisors LLC has decreased its shares by 67.9K. In the recent year, Trellis Wealth Advisors LLC has increased its shares by 39.7K.