Axis Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 59,966 shares of DFUV stock, worth $2.42 Million. This represents 2.07% of its overall portfolio holdings.
Number of Shares
59,966Holding current value
$2.42 Million% of portfolio
2.07%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
704Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.37 Billion0.46% of portfolio
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Mercer Global Advisors Inc Denver, CO31.5MShares$1.27 Billion3.18% of portfolio
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Savant Capital, LLC18MShares$725 Million5.98% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$582 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$434 Million0.67% of portfolio