Axis Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Axis Wealth Partners, LLC
- $181 Billion
- Q4 2025
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 8,384 shares of DFIC stock, worth $279,857. This represents 0.16% of its overall portfolio holdings.
Number of Shares
8,384Holding current value
$279,857% of portfolio
0.16%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
547Shares Held
291MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.9MShares$1.16 Billion1.95% of portfolio
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Forum Financial Management, LP Lombard, IL16.5MShares$552 Million8.29% of portfolio
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Evensky & Katz LLC6.16MShares$205 Million11.71% of portfolio
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High Tower Advisors, LLC Chicago, IL5.1MShares$170 Million0.2% of portfolio
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Envestnet Asset Management Inc4.79MShares$160 Million0.05% of portfolio