Axis Wealth Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 2025
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 27,389 shares of DFCF stock, worth $1.18 Million. This represents 0.69% of its overall portfolio holdings.
Number of Shares
27,389
Previous 23,034
18.91%
Holding current value
$1.18 Million
Previous $973 Million
20.32%
% of portfolio
0.69%
Previous 0.64%
Shares
4 transactions
Others Institutions Holding DFCF
# of Institutions
432Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$496 Million12.43% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3.04MShares$131 Million10.8% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$122 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$120 Million1.31% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.76MShares$119 Million13.94% of portfolio