Axxcess Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Axxcess Wealth Management, LLC

  • $4.06 Billion
  • Q2 2025

A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 31,231 shares of DFIC stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
31,231
Previous 33,363 6.39%
Holding current value
$1.03 Million
Previous $926,000 4.75%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jul 28, 2025
SELL
$24.94 - $31.15 $53,172 - $66,411
-2,132 Reduced 6.39%
31,231 $970,000
Q1 2025

Apr 30, 2025
BUY
$25.54 - $28.79 $852,091 - $960,520
33,363 New
33,363 $926,000

Others Institutions Holding DFIC

# of Institutions
522
Shares Held
300M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email