Accurate Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Accurate Wealth Management, LLC
- $486 Million
- Q4 2024
A detailed history of Accurate Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,883 shares of DFAC stock, worth $211,493. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,883
Previous 5,880
0.05%
Holding current value
$211,493
Previous $201,000
1.0%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,046Shares Held
796MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$2.06 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.67 Billion3.97% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.34 Billion13.39% of portfolio
-
Forum Financial Management, LP Lombard, IL36.8MShares$1.32 Billion25.63% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$653 Million0.26% of portfolio