Axxcess Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Axxcess Wealth Management, LLC
- $3.47 Billion
- Q1 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 18,531 shares of DFIP stock, worth $755,138. This represents 0.02% of its overall portfolio holdings.
Number of Shares
18,531
Previous 17,158
8.0%
Holding current value
$755,138
Previous $708,000
7.91%
% of portfolio
0.02%
Previous 0.02%
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
98Shares Held
6.6MCall Options Held
0Put Options Held
0-
Heirloom Wealth Management Greenwood Village, CO844KShares$34.4 Million12.51% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO822KShares$33.5 Million4.79% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL397KShares$16.2 Million9.18% of portfolio
-
Larson Financial Group LLC357KShares$14.5 Million1.15% of portfolio
-
Rather & Kittrell, Inc. Knoxville, TN267KShares$10.9 Million3.43% of portfolio