Axxcess Wealth Management, LLC Dimensional ETF Tr Inflation P Transaction History
Axxcess Wealth Management, LLC
- $3.96 Billion
- Q4 2024
Shares
2 transactions
Others Institutions Holding DFIP
# of Institutions
132Shares Held
14.4MCall Options Held
0Put Options Held
0-
Matson Money. Inc.3.52MShares$146 Million5.1% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO1.05MShares$43.8 Million13.39% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO798KShares$33.2 Million4.33% of portfolio
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Planning Center, Inc.754KShares$31.4 Million5.34% of portfolio
-
Geometric Wealth Advisors451KShares$18.8 Million3.46% of portfolio