Axis Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 2025

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 67,048 shares of DFUV stock, worth $2.64 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
67,048
Previous 59,966 11.81%
Holding current value
$2.64 Million
Previous $2.45 Billion 12.6%
% of portfolio
2.04%
Previous 2.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 28, 2025
BUY
$39.96 - $43.3 $282,996 - $306,650
7,082 Added 11.81%
67,048 $2.76 Billion
Q4 2024

Feb 07, 2025
BUY
$40.38 - $44.35 $2.42 Million - $2.66 Million
59,966 New
59,966 $2.45 Billion

Others Institutions Holding DFUV

# of Institutions
720
Shares Held
271M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR US MARKETWI

DFUV Quotes by TradingView
  • Ticker DFUV
  • Sector ETFs
  • Industry ETFs
More about DFUV
Track This Portfolio

Track Axis Wealth Partners, LLC Portfolio

Follow Axis Wealth Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axis Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axis Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email