Axxcess Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History

Axxcess Wealth Management, LLC

  • $3.61 Billion
  • Q2 2024

A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 8,009 shares of DFAT stock, worth $443,698. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,009
Previous 7,983 0.33%
Holding current value
$443,698
Previous $434,000 4.38%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$50.18 - $54.47 $1,304 - $1,416
26 Added 0.33%
8,009 $415,000
Q1 2024

May 14, 2024
BUY
$49.45 - $54.43 $61,318 - $67,493
1,240 Added 18.39%
7,983 $434,000
Q4 2023

Feb 06, 2024
BUY
$42.71 - $53.09 $287,993 - $357,985
6,743 New
6,743 $352,000

Others Institutions Holding DFAT

# of Institutions
651
Shares Held
156M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S TARGET

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