Axis Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Axis Wealth Partners, LLC
- $152 Billion
- Q2 2025
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 69,277 shares of DFUV stock, worth $2.95 Million. This represents 1.92% of its overall portfolio holdings.
Number of Shares
69,277
Previous 67,048
3.32%
Holding current value
$2.95 Million
Previous $2.76 Billion
6.01%
% of portfolio
1.92%
Previous 2.04%
Shares
3 transactions
Others Institutions Holding DFUV
# of Institutions
735Shares Held
277MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO34.2MShares$1.46 Billion3.28% of portfolio
-
Envestnet Asset Management Inc31.8MShares$1.35 Billion0.41% of portfolio
-
Savant Capital, LLC16.7MShares$711 Million4.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$614 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.5MShares$448 Million0.73% of portfolio