Axis Wealth Partners, LLC Dimensional ETF Tr Us Marketwi Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 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 74,892 shares of DFUV stock, worth $3.34 Million. This represents 1.96% of its overall portfolio holdings.
Number of Shares
74,892
              Previous 69,277
              
        
           8.11%
        
      
          
        Holding current value
$3.34 Million
            Previous $2.93 Billion
            
        
           14.27%
        
      
          
        % of portfolio
1.96%
            Previous 1.92%
          
        Shares
	  4 transactions
	
  Others Institutions Holding DFUV
# of Institutions
755Shares Held
278MCall Options Held
0Put Options Held
0- 
    
      Mercer Global Advisors Inc Denver, CO36.1MShares$1.61 Billion3.16% of portfolio
- 
    
      Envestnet Asset Management Inc31.8MShares$1.42 Billion0.41% of portfolio
- 
    
      Savant Capital, LLC16.7MShares$745 Million4.61% of portfolio
- 
    
      Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$643 Million6.31% of portfolio
- 
    
      Ci Private Wealth, LLC Miami, FL8.25MShares$368 Million0.51% of portfolio