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Dimensional Etf Trust shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAS) shares owned by Axxcess Wealth Management from 13F filings

Historical chart of Axxcess Wealth Management investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Axxcess Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.4M 134k 69.67
2025-09-30 $1.7M 26k 68.46
2025-06-30 $1.6M 25k 63.71
2025-03-31 $1.5M 25k 59.75

More positions owned by Axxcess Wealth Management

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Apple Put Put Option (Principal)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Amazon (AMZN)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust State Street Spd (BIL)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Axxcess Wealth Management

Top funds holding Dimensional Etf Trust

Creative Planning
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Index Fund Advisors
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Pure Financial Advisors
TCI Wealth Advisors
Envestnet Asset Management
Midwest Trust
Root Financial Partners
Plan
Savant Capital Management
Premier Financial Group
Evanson Asset Management
Washington Trust Bank
First Command Advisory Services

View all funds holding Dimensional Etf Trust