Accurate Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 18,208 shares of DFAR stock, worth $420,786. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,208Holding current value
$420,786% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DFAR
# of Institutions
272Shares Held
43.1MCall Options Held
27.2KPut Options Held
10K-
Vista Wealth Management Group, LLC3.13MShares$72.4 Million5.07% of portfolio
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Prudential Financial Inc Newark, NJ2.34MShares$54.1 Million0.08% of portfolio
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High Tower Advisors, LLC Chicago, IL2.14MShares$49.5 Million0.07% of portfolio
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Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.07MShares$47.9 Million10.62% of portfolio
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Beaird Harris Wealth Management, LLC Dallas, TX1.73MShares$40 Million3.75% of portfolio