Axxcess Wealth Management, LLC Dimensional ETF Tr Transaction History

Axxcess Wealth Management, LLC

  • $4.58 Billion
  • Q3 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 18,797 shares of DFAI stock, worth $697,180. This represents 0.01% of its overall portfolio holdings.

Number of Shares
18,797
Previous 12,111 55.21%
Holding current value
$697,180
Previous $418,000 63.4%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 07, 2025
BUY
$34.05 - $36.55 $227,658 - $244,373
6,686 Added 55.21%
18,797 $683,000
Q2 2025

Jul 28, 2025
BUY
$28.02 - $34.71 $80,697 - $99,964
2,880 Added 31.2%
12,111 $418,000
Q1 2025

Apr 30, 2025
BUY
$28.88 - $32.4 $266,591 - $299,084
9,231 New
9,231 $288,000
Q2 2024

Aug 09, 2024
SELL
$28.93 - $30.91 $17,097 - $18,267
-591 Reduced 5.58%
9,994 $296,000
Q4 2023

Feb 06, 2024
SELL
$24.88 - $28.69 $451,572 - $520,723
-18,150 Reduced 63.16%
10,585 $303,000
Q3 2023

Nov 14, 2023
BUY
$26.0 - $28.17 $747,110 - $809,464
28,735 New
28,735 $750,000

Others Institutions Holding DFAI

# of Institutions
715
Shares Held
286M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAI Quotes by TradingView
  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email