Axxcess Wealth Management, LLC Dimensional ETF Tr Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 9,279 shares of DFAU stock, worth $377,748. This represents 0.01% of its overall portfolio holdings.
Number of Shares
9,279
Previous 9,254
0.27%
Holding current value
$377,748
Previous $346,000
6.36%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAU
# of Institutions
413Shares Held
110MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.82MShares$196 Million2.14% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$169 Million5.04% of portfolio
-
Modera Wealth Management, LLC3.68MShares$150 Million1.87% of portfolio
-
Aquire Wealth Advisors, LLC3.5MShares$142 Million43.58% of portfolio
-
Allworth Financial LP2.88MShares$117 Million0.71% of portfolio