Axxcess Wealth Management, LLC Dimensional ETF Tr Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
Shares
4 transactions
Others Institutions Holding DFAE
# of Institutions
510Shares Held
167MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH15.5MShares$403 Million2.64% of portfolio
-
Retirement Systems Of Alabama12.7MShares$328 Million1.22% of portfolio
-
Mather Group, Llc. Chicago, IL8.94MShares$232 Million2.96% of portfolio
-
Ubs Group Ag5.26MShares$136 Million0.03% of portfolio
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Bank Of America Corp Charlotte, NC4.54MShares$118 Million0.01% of portfolio