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 41,972 shares of DFIV stock, worth $1.92 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
41,972
Previous 42,523 1.3%
Holding current value
$1.92 Million
Previous $1.67 Million 7.41%
% of portfolio
0.04%
Previous 0.05%

Shares

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

Jul 28, 2025
SELL
$34.67 - $43.21 $19,103 - $23,808
-551 Reduced 1.3%
41,972 $1.8 Million
Q1 2025

Apr 30, 2025
BUY
$35.33 - $40.77 $1.5 Million - $1.73 Million
42,523 New
42,523 $1.67 Million
Q1 2023

May 03, 2023
BUY
$30.43 - $33.38 $224,999 - $246,811
7,394 New
7,394 $238,000

Others Institutions Holding DFIV

# of Institutions
760
Shares Held
267M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

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