Axis Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Axis Wealth Partners, LLC
- $171 Billion
- Q3 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 19,981 shares of DUHP stock, worth $758,278. This represents 0.44% of its overall portfolio holdings.
Number of Shares
19,981
Previous 16,121
23.94%
Holding current value
$758,278
Previous $573 Million
31.64%
% of portfolio
0.44%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding DUHP
# of Institutions
472Shares Held
249MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.52 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.39 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$309 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$286 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$267 Million15.92% of portfolio