Trellis Wealth Advisors LLC's ownership history for DFSI

Trellis Wealth Advisors LLC currently holds 48.0K shares with a market value of $2.0M. It started holding DFSI on 2024-09-30. At its peak, it held 53.1K shares on 2024-09-30. Its highest holding value was $2.0M on 2025-06-30. At its lowest, it held 48.0K shares on 2025-09-30, with a value of $1.6M on 2024-12-31. In the recent 180 days, Trellis Wealth Advisors LLC has decreased its shares by 2.2K. In the recent year, Trellis Wealth Advisors LLC has decreased its shares by 5.1K.