Axis Wealth Partners, LLC Dimensional ETF Tr U S Target 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 Target stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 8,527 shares of DFAT stock, worth $485,442. This represents 0.4% of its overall portfolio holdings.
Number of Shares
8,527Holding current value
$485,442% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
703Shares Held
162MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$805 Million0.78% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
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Forum Financial Management, LP Lombard, IL8.78MShares$500 Million9.32% of portfolio
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Index Fund Advisors, Inc.7.2MShares$410 Million22.29% of portfolio
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Savant Capital, LLC5.13MShares$292 Million2.33% of portfolio