Axxcess Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Axxcess Wealth Management, LLC
- $3.59 Billion
- Q1 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 13,937 shares of DFAR stock, worth $320,411. This represents 0.01% of its overall portfolio holdings.
Number of Shares
13,937Holding current value
$320,411% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
262Shares Held
43.2MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72 Million5.07% of portfolio
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High Tower Advisors, LLC Chicago, IL2.55MShares$58.5 Million0.08% of portfolio
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Prudential Financial Inc Newark, NJ2.34MShares$53.9 Million0.08% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.01MShares$46.3 Million11.74% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$39.8 Million3.75% of portfolio