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 14,861 shares of DISV stock, worth $533,807. This represents 0.01% of its overall portfolio holdings.

Number of Shares
14,861
Previous 16,934 12.24%
Holding current value
$533,807
Previous $557,000 4.85%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
SELL
$32.78 - $35.79 $67,952 - $74,192
-2,073 Reduced 12.24%
14,861 $530,000
Q2 2025

Jul 28, 2025
SELL
$25.93 - $32.91 $19,784 - $25,110
-763 Reduced 4.31%
16,934 $557,000
Q1 2025

Apr 30, 2025
BUY
$26.09 - $30.21 $461,714 - $534,626
17,697 New
17,697 $515,000

Others Institutions Holding DISV

# of Institutions
391
Shares Held
80.9M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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