Axis Wealth Partners, LLC Dimensional ETF Tr Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
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 13,833 shares of DFAU stock, worth $575,176. This represents 0.47% of its overall portfolio holdings.
Number of Shares
13,833Holding current value
$575,176% of portfolio
0.47%Shares
1 transactions
Others Institutions Holding DFAU
# of Institutions
441Shares Held
2.1BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN1.98BShares$82.4 Billion4.8% of portfolio
-
Sequoia Financial Advisors, LLC4.94MShares$206 Million1.73% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$173 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.64MShares$151 Million1.81% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$145 Million43.58% of portfolio