Axis Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 18,115 shares of DFAS stock, worth $1.23 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
18,115
Previous 17,275
4.86%
Holding current value
$1.23 Million
Previous $1.1 Billion
12.68%
% of portfolio
0.73%
Previous 0.72%
Shares
4 transactions
Others Institutions Holding DFAS
# of Institutions
857Shares Held
134MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.37 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$533 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$422 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$398 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$200 Million3.33% of portfolio