Axxcess Wealth Management, LLC Dimensional ETF Tr Transaction History

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

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 130,454 shares of DFAU stock, worth $5.96 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
130,454
Previous 151,083 13.65%
Holding current value
$5.96 Million
Previous $5.81 Million 4.84%
% of portfolio
0.14%
Previous 0.16%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 28, 2025
SELL
$34.04 - $42.36 $702,211 - $873,844
-20,629 Reduced 13.65%
130,454 $5.53 Million
Q1 2025

Apr 30, 2025
BUY
$37.84 - $42.29 $5.72 Million - $6.39 Million
151,083 New
151,083 $5.81 Million
Q3 2024

Nov 04, 2024
BUY
$35.8 - $39.69 $894 - $992
25 Added 0.27%
9,279 $368,000
Q2 2024

Aug 09, 2024
BUY
$34.53 - $37.67 $897 - $979
26 Added 0.28%
9,254 $346,000
Q1 2024

May 14, 2024
BUY
$32.59 - $36.54 $300,740 - $337,191
9,228 New
9,228 $337,000

Others Institutions Holding DFAU

# of Institutions
536
Shares Held
138M
Call Options Held
58.3K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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