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Dimensional Etf Trust shares owned by Axxcess Wealth Management

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 $10M 206k 49.90
2025-09-30 $2.0M 44k 46.12
2025-06-30 $1.8M 42k 42.83
2025-03-31 $1.7M 43k 39.36
2023-03-31 $238k 7.4k 32.23

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

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View all funds holding Dimensional Etf Trust