Axxcess Wealth Management, LLC Dimensional ETF Tr Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 9,994 shares of DFAI stock, worth $310,413. This represents 0.01% of its overall portfolio holdings.

Number of Shares
9,994
Previous 10,585 5.58%
Holding current value
$310,413
Previous $319,000 7.21%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
SELL
$28.93 - $30.91 $17,097 - $18,267
-591 Reduced 5.58%
9,994 $296,000
Q4 2023

Feb 06, 2024
SELL
$24.88 - $28.69 $451,572 - $520,723
-18,150 Reduced 63.16%
10,585 $303,000
Q3 2023

Nov 14, 2023
BUY
$26.0 - $28.17 $747,110 - $809,464
28,735 New
28,735 $750,000

Others Institutions Holding DFAI

# of Institutions
520
Shares Held
159M
Call Options Held
400
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
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