Axxcess Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 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 30,510 shares of DFIS stock, worth $958,624. This represents 0.02% of its overall portfolio holdings.

Number of Shares
30,510
Previous 22,999 32.66%
Holding current value
$958,624
Previous $686,000 40.67%
% of portfolio
0.02%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
BUY
$29.65 - $31.77 $222,701 - $238,624
7,511 Added 32.66%
30,510 $965,000
Q2 2025

Jul 28, 2025
BUY
$23.2 - $29.84 $117,716 - $151,408
5,074 Added 28.31%
22,999 $686,000
Q1 2025

Apr 30, 2025
BUY
$23.92 - $26.89 $428,766 - $482,003
17,925 New
17,925 $463,000

Others Institutions Holding DFIS

# of Institutions
287
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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