Axis Wealth Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Axis Wealth Partners, LLC
- $152 Billion
- Q2 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 23,034 shares of DFCF stock, worth $974,798. This represents 0.64% of its overall portfolio holdings.
Number of Shares
23,034
Previous 6,933
232.24%
Holding current value
$974,798
Previous $292 Million
233.81%
% of portfolio
0.64%
Previous 0.22%
Shares
3 transactions
Others Institutions Holding DFCF
# of Institutions
424Shares Held
120MCall Options Held
0Put Options Held
0-
Truepoint, Inc.11.5MShares$487 Million12.43% of portfolio
-
Elser Financial Planning, Inc Indianapolis, IN3.66MShares$155 Million9.18% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX3MShares$127 Million11.48% of portfolio
-
True Link Financial Advisors, LLC2.82MShares$120 Million8.26% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$118 Million1.31% of portfolio