Axxcess Wealth Management, LLC Dimensional ETF Tr Short Durat Transaction History
Axxcess Wealth Management, LLC
- $3.9 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding DFSD
# of Institutions
260Shares Held
49MCall Options Held
0Put Options Held
0-
Resources Investment Advisors, Llc. Overland Park, KS2.39MShares$113 Million1.35% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$112 Million11.04% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$98.2 Million1.09% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.02MShares$95.7 Million2.21% of portfolio
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Planning Center, Inc.2.01MShares$95.1 Million16.23% of portfolio