Axis Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Axis Wealth Partners, LLC
- $152 Billion
- Q2 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 17,275 shares of DFAS stock, worth $1.12 Million. This represents 0.72% of its overall portfolio holdings.
Number of Shares
17,275
Previous 16,018
7.85%
Holding current value
$1.12 Million
Previous $957 Million
14.99%
% of portfolio
0.72%
Previous 0.71%
Shares
3 transactions
Others Institutions Holding DFAS
# of Institutions
835Shares Held
133MCall Options Held
0Put Options Held
100-
Creative Planning Overland Park, KS20.2MShares$1.31 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.97MShares$515 Million0.07% of portfolio
-
Index Fund Advisors, Inc.5.83MShares$376 Million21.68% of portfolio
-
Bank Of America Corp Charlotte, NC5.38MShares$347 Million0.03% of portfolio
-
Pure Financial Advisors, LLC2.79MShares$180 Million3.23% of portfolio