Axis Wealth Partners, LLC Dimensional ETF Tr Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 92,360 shares of DFAI stock, worth $3.37 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
92,360
              Previous 87,907
              
        
           5.07%
        
      
          
        Holding current value
$3.37 Million
            Previous $3.04 Billion
            
        
           10.48%
        
      
          
        % of portfolio
1.96%
            Previous 2.0%
          
        Shares
	  4 transactions
	
  Others Institutions Holding DFAI
# of Institutions
698Shares Held
262MCall Options Held
0Put Options Held
0- 
    
      Prudential Financial Inc Newark, NJ16.1MShares$588 Million0.75% of portfolio
- 
    
      Envestnet Asset Management Inc9.25MShares$338 Million0.1% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC7.55MShares$276 Million0.02% of portfolio
- 
    
      Wiley Bros. Aintree Capital, LLC7.21MShares$263 Million1.99% of portfolio
- 
    
      Sym Financial Corp6.61MShares$241 Million25.8% of portfolio