Axxcess Wealth Management, LLC Dimensional ETF Tr Dimensional Put Options Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
Put Options
	  0 transactions
	
  | Quarter | Operation | Price Per put | puts change | puts Held | SEC Form | 
|---|
Others Institutions Holding DFAR
# of Institutions
276Shares Held
45.8MCall Options Held
9.6KPut Options Held
0- 
    
      Vista Wealth Management Group, LLC3.13MShares$74.5 Million5.07% of portfolio
- 
    
      Prudential Financial Inc Newark, NJ2.49MShares$59.2 Million0.08% of portfolio
- 
    
      Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$52.3 Million10.63% of portfolio
- 
    
      High Tower Advisors, LLC Chicago, IL2.14MShares$50.9 Million0.07% of portfolio
- 
    
      Beaird Harris Wealth Management, LLC Dallas, TX1.79MShares$42.6 Million3.53% of portfolio