Axis Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Axis Wealth Partners, LLC
- $135 Billion
- Q1 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 16,833 shares of DUHP stock, worth $609,354. This represents 0.41% of its overall portfolio holdings.
Number of Shares
16,833
Previous 12,046
39.74%
Holding current value
$609,354
Previous $407 Million
37.05%
% of portfolio
0.41%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
418Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio