Axxcess Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Axxcess Wealth Management, LLC
- $4.58 Billion
- Q3 2025
A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 149,838 shares of DFAC stock, worth $5.79 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
149,838
Previous 140,863
6.37%
Holding current value
$5.79 Million
Previous $5.05 Million
14.48%
% of portfolio
0.13%
Previous 0.12%
Shares
5 transactions
Others Institutions Holding DFAC
# of Institutions
1,176Shares Held
812MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio