Axxcess Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Axxcess Wealth Management, LLC

  • $3.59 Billion
  • Q1 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 57,126 shares of DFAT stock, worth $2.96 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
57,126
Previous 7,198 693.64%
Holding current value
$2.96 Million
Previous $400,000 635.25%
% of portfolio
0.08%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$50.44 - $58.1 $2.52 Million - $2.9 Million
49,928 Added 693.64%
57,126 $2.94 Million
Q4 2024

Feb 10, 2025
SELL
$54.54 - $61.04 $3,436 - $3,845
-63 Reduced 0.87%
7,198 $400,000
Q3 2024

Nov 04, 2024
SELL
$51.0 - $57.07 $38,148 - $42,688
-748 Reduced 9.34%
7,261 $403,000
Q2 2024

Aug 09, 2024
BUY
$50.18 - $54.47 $1,304 - $1,416
26 Added 0.33%
8,009 $415,000
Q1 2024

May 14, 2024
BUY
$49.45 - $54.43 $61,318 - $67,493
1,240 Added 18.39%
7,983 $434,000
Q4 2023

Feb 06, 2024
BUY
$42.71 - $53.09 $287,993 - $357,985
6,743 New
6,743 $352,000

Others Institutions Holding DFAT

# of Institutions
770
Shares Held
168M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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