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 $1.24 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
18,115
              Previous 17,275
              
        
           4.86%
        
      
          
        Holding current value
$1.24 Million
            Previous $1.1 Billion
            
        
           12.68%
        
      
          
        % of portfolio
0.73%
            Previous 0.72%
          
        Shares
	  4 transactions
	
  Others Institutions Holding DFAS
# of Institutions
856Shares Held
134MCall Options Held
0Put Options Held
0- 
    
      Creative Planning Overland Park, KS20.2MShares$1.39 Billion1.11% of portfolio
- 
    
      Northern Trust Corp Chicago, IL7.85MShares$539 Million0.07% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC6.22MShares$427 Million0.03% of portfolio
- 
    
      Index Fund Advisors, Inc.5.86MShares$402 Million20.21% of portfolio
- 
    
      Pure Financial Advisors, LLC2.95MShares$202 Million3.33% of portfolio