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

Axxcess Wealth Management, LLC

$4.06 Billion
Q2 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 55,741 shares of DFAT stock, worth $3.21 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

55,741

Previous 57,126 2.42%

Holding current value

$3.21 Million

Previous $2.94 Million 2.24%

% of portfolio

0.07%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	$44.8 - $53.97 $62,047 - $74,748	-1,385 Reduced 2.42%	55,741 $3.01 Million
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

800

Shares Held

172M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR U S TARGET

Ticker DFAT
Sector ETFs
Industry ETFs

More about DFAT

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