Axxcess Wealth Management, LLC Dimensional ETF Tr U S Small C Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr U S Small C stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 25,395 shares of DFAS stock, worth $1.72 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
25,395
Previous 25,395
-0.0%
Holding current value
$1.72 Million
Previous $1.52 Million
6.59%
% of portfolio
0.04%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding DFAS
# of Institutions
859Shares Held
135MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS20.2MShares$1.37 Billion1.11% of portfolio
-
Northern Trust Corp Chicago, IL7.85MShares$533 Million0.07% of portfolio
-
Bank Of America Corp Charlotte, NC6.22MShares$422 Million0.03% of portfolio
-
Index Fund Advisors, Inc.5.86MShares$398 Million20.21% of portfolio
-
Pure Financial Advisors, LLC2.95MShares$200 Million3.33% of portfolio