Axis Wealth Partners, LLC Dimensional ETF Tr U S Target Transaction History

Axis Wealth Partners, LLC

  • $135 Billion
  • Q1 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 11,820 shares of DFAT stock, worth $621,259. This represents 0.45% of its overall portfolio holdings.

Number of Shares
11,820
Previous 8,527 38.62%
Holding current value
$621,259
Previous $475 Million 28.24%
% of portfolio
0.45%
Previous 0.4%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
770
Shares Held
168M
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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