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 22,999 shares of DFIS stock, worth $729,528. This represents 0.02% of its overall portfolio holdings.

Number of Shares
22,999
Previous 17,925 28.31%
Holding current value
$729,528
Previous $463,000 48.16%
% of portfolio
0.02%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
274
Shares Held
86.2M
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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