Axis Wealth Partners, LLC Dimensional ETF Tr U S Small C Transaction History
Axis Wealth Partners, LLC
- $181 Billion
- Q4 2025
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 18,326 shares of DFAS stock, worth $1.23 Million. This represents 0.71% of its overall portfolio holdings.
Number of Shares
18,326
Previous 18,115
1.16%
Holding current value
$1.23 Million
Previous $1.24 Billion
2.95%
% of portfolio
0.71%
Previous 0.73%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
897Shares Held
139MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS22.7MShares$1.52 Billion1.2% of portfolio
-
Northern Trust Corp Chicago, IL8.08MShares$543 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.61MShares$444 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.84MShares$392 Million19.81% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$198 Million3.33% of portfolio