Axis Wealth Partners, LLC Dimensional ETF Tr Transaction History
Axis Wealth Partners, LLC
- $152 Billion
- Q2 2025
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 12,840 shares of DFAU stock, worth $558,668. This represents 0.36% of its overall portfolio holdings.
Number of Shares
12,840
Previous 13,090
1.91%
Holding current value
$558,668
Previous $503 Million
8.1%
% of portfolio
0.36%
Previous 0.37%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
521Shares Held
140MCall Options Held
30.6KPut Options Held
700-
Sequoia Financial Advisors, LLC6.66MShares$290 Million2.16% of portfolio
-
Rvw Wealth, LLC4.33MShares$188 Million17.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$181 Million5.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.53MShares$154 Million1.69% of portfolio
-
Modera Wealth Management, LLC3.52MShares$153 Million1.87% of portfolio