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 33,363 shares of DFIC stock, worth $1 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
33,363Holding current value
$1 Million% of portfolio
0.03%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
469Shares Held
279MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$928 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$827 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$487 Million8.53% of portfolio
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Evensky & Katz LLC6.32MShares$190 Million11.77% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$155 Million0.2% of portfolio