Axis Wealth Partners, LLC Dimensional ETF Tr Core Fxd In Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 5,880 shares of DFCF stock, worth $244,960. This represents 0.2% of its overall portfolio holdings.
Number of Shares
5,880Holding current value
$244,960% of portfolio
0.2%Shares
1 transactions
Others Institutions Holding DFCF
# of Institutions
358Shares Held
3.54BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$481 Million3.2% of portfolio
-
Truepoint, Inc.10.5MShares$437 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$124 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio