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 84,129 shares of DUHP stock, worth $2.87 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
84,129Holding current value
$2.87 Million% of portfolio
0.08%Shares
1 transactions
Others Institutions Holding DUHP
# of Institutions
416Shares Held
228MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.3 Billion2.93% of portfolio
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Envestnet Asset Management Inc35MShares$1.19 Billion0.39% of portfolio
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Merriman Wealth Management, LLC8.15MShares$278 Million11.99% of portfolio
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Vista Wealth Management Group, LLC7.05MShares$240 Million15.92% of portfolio
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Forum Financial Management, LP Lombard, IL6.94MShares$237 Million4.35% of portfolio