Axis Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
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 14,091 shares of DFAS stock, worth $841,232. This represents 0.77% of its overall portfolio holdings.
Number of Shares
14,091Holding current value
$841,232% of portfolio
0.77%Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
782Shares Held
119MCall Options Held
0Put Options Held
200-
Creative Planning Overland Park, KS13.2MShares$791 Million0.84% of portfolio
-
Northern Trust Corp Chicago, IL7.52MShares$449 Million0.07% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$391 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC5.17MShares$309 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$163 Million1.82% of portfolio