Axis Wealth Partners, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 13,822 shares of DFAT stock, worth $756,339. This represents 0.49% of its overall portfolio holdings.

Number of Shares
13,822
Previous 11,820 16.94%
Holding current value
$756,339
Previous $609 Million 22.55%
% of portfolio
0.49%
Previous 0.45%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
BUY
$44.8 - $53.97 $89,689 - $108,047
2,002 Added 16.94%
13,822 $746 Million
Q1 2025

Apr 28, 2025
BUY
$50.44 - $58.1 $166,098 - $191,323
3,293 Added 38.62%
11,820 $609 Million
Q4 2024

Feb 07, 2025
BUY
$54.54 - $61.04 $465,062 - $520,488
8,527 New
8,527 $475 Million

Others Institutions Holding DFAT

# of Institutions
774
Shares Held
170M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

DFAT Quotes by TradingView
  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
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