Axxcess Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Axxcess Wealth Management, LLC
- $3.61 Billion
- Q2 2024
A detailed history of Axxcess Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 8,009 shares of DFAT stock, worth $443,698. This represents 0.01% of its overall portfolio holdings.
Number of Shares
8,009
Previous 7,983
0.33%
Holding current value
$443,698
Previous $434,000
4.38%
% of portfolio
0.01%
Previous 0.01%
Shares
3 transactions
Others Institutions Holding DFAT
# of Institutions
651Shares Held
156MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$784 Million0.78% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$689 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.78MShares$487 Million9.32% of portfolio
-
Index Fund Advisors, Inc.7.37MShares$408 Million22.37% of portfolio
-
Savant Capital, LLC4.85MShares$269 Million2.47% of portfolio