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 17,925 shares of DFIS stock, worth $485,946. This represents 0.01% of its overall portfolio holdings.
Number of Shares
17,925Holding current value
$485,946% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFIS
# of Institutions
253Shares Held
93.5MCall Options Held
0Put Options Held
0-
Jones Financial Companies Lllp18.2MShares$494 Million0.16% of portfolio
-
Matson Money. Inc.12.5MShares$338 Million11.74% of portfolio
-
Mather Group, Llc. Chicago, IL11.4MShares$309 Million3.44% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA3.9MShares$106 Million0.43% of portfolio
-
First Citizens Bank & Trust CO3.79MShares$103 Million1.68% of portfolio