Axis Wealth Partners, LLC Dimensional ETF Tr Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 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 13,233 shares of DFAU stock, worth $604,218. This represents 0.35% of its overall portfolio holdings.
Number of Shares
13,233
Previous 12,840
3.06%
Holding current value
$604,218
Previous $544 Million
11.33%
% of portfolio
0.35%
Previous 0.36%
Shares
4 transactions
Others Institutions Holding DFAU
# of Institutions
536Shares Held
146MCall Options Held
58.3KPut Options Held
0-
Sequoia Financial Advisors, LLC7.01MShares$320 Million2.19% of portfolio
-
Rvw Wealth, LLC4.5MShares$205 Million17.72% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$190 Million5.04% of portfolio
-
Allworth Financial LP3.81MShares$174 Million0.8% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS3.77MShares$172 Million1.91% of portfolio