Axis Wealth Partners, LLC Dimensional ETF Tr Dimensional Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
A detailed history of Axis Wealth Partners, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 12,046 shares of DUHP stock, worth $423,537. This represents 0.34% of its overall portfolio holdings.
Number of Shares
12,046Holding current value
$423,537% of portfolio
0.34%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
381Shares Held
219MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc38.2MShares$1.34 Billion0.43% of portfolio
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Mercer Global Advisors Inc Denver, CO37.8MShares$1.33 Billion2.82% of portfolio
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Merriman Wealth Management, LLC8.15MShares$287 Million11.99% of portfolio
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Vista Wealth Management Group, LLC6.91MShares$243 Million15.68% of portfolio
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Forum Financial Management, LP Lombard, IL6.75MShares$237 Million4.6% of portfolio