Axis Wealth Partners »

Dimensional Etf Trust shares owned by Axis Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAI) shares owned by Axis Wealth Partners from 13F filings

Historical chart of Axis Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Axis Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Axis Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 92k 36.35
2025-06-30 $3.0M 88k 34.57
2025-03-31 $2.7M 87k 31.23
2024-12-31 $2.4M 81k 29.20

More positions owned by Axis Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Whitehall Fds Intl High Etf (VYMI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr S&p 500 Grwt Etf (IVW)

View all positions for Axis Wealth Partners

Top funds holding Dimensional Etf Trust

Prudential Financial
Coldstream Capital Management
Envestnet Asset Management
Wiley Bros.-aintree Capital
Sym Financial Corporation
SRS Capital Advisors
Northern Trust
Royal Bank of Canada
UBS Group
Root Financial Partners
Moisand Fitzgerald Tamayo
Mariner Wealth Advisors
Pure Financial Advisors
LPL Financial
Resources Investment Advisors

View all funds holding Dimensional Etf Trust