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 60,113 shares of DFIC stock, worth $1.91 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
60,113Holding current value
$1.91 Million% of portfolio
0.32%Shares
1 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
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Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
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Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
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High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio