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 $3.43 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
92,360
Previous 87,907
5.07%
Holding current value
$3.43 Million
Previous $3.04 Billion
10.48%
% of portfolio
1.96%
Previous 2.0%
Shares
4 transactions
Others Institutions Holding DFAI
# of Institutions
711Shares Held
283MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ16.1MShares$598 Million0.73% of portfolio
-
Coldstream Capital Management Inc11.1MShares$411 Million5.61% of portfolio
-
Envestnet Asset Management Inc9.95MShares$369 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC8.18MShares$303 Million0.02% of portfolio
-
Wiley Bros. Aintree Capital, LLC8.05MShares$299 Million1.96% of portfolio