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 80,976 shares of DFAI stock, worth $2.48 Million. This represents 1.99% of its overall portfolio holdings.
Number of Shares
80,976Holding current value
$2.48 Million% of portfolio
1.99%Shares
1 transactions
Others Institutions Holding DFAI
# of Institutions
559Shares Held
190MCall Options Held
7.8KPut Options Held
0-
Sym Financial Corp6.65MShares$204 Million25.25% of portfolio
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Bank Of America Corp Charlotte, NC6.04MShares$185 Million0.02% of portfolio
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Cable Hill Partners, LLC Portland, OR5.58MShares$171 Million17.39% of portfolio
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Northern Trust Corp Chicago, IL4.32MShares$132 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.21MShares$129 Million0.19% of portfolio