Axxcess Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Axxcess Wealth Management, LLC
- $4.06 Billion
- Q2 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 84,129 shares of DUHP stock, worth $3.18 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
84,129
Previous 84,129
-0.0%
Holding current value
$3.18 Million
Previous $2.79 Million
7.28%
% of portfolio
0.07%
Previous 0.08%
Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
468Shares Held
248MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO40.1MShares$1.51 Billion2.95% of portfolio
-
Envestnet Asset Management Inc36.5MShares$1.38 Billion0.4% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$308 Million11.99% of portfolio
-
Forum Financial Management, LP Lombard, IL7.54MShares$285 Million4.43% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$266 Million15.92% of portfolio