Axxcess Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
118Shares Held
12.7MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.49MShares$142 Million5.09% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO991KShares$40.4 Million13.61% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO803KShares$32.7 Million4.54% of portfolio
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Planning Center, Inc.744KShares$30.3 Million5.32% of portfolio
-
Geometric Wealth Advisors430KShares$17.5 Million3.51% of portfolio