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 12,084 shares of DISV stock, worth $414,964. This represents 0.07% of its overall portfolio holdings.
Number of Shares
12,084Holding current value
$414,964% of portfolio
0.07%Shares
1 transactions
Others Institutions Holding DISV
# of Institutions
357Shares Held
77.4MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$304 Million10.25% of portfolio
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Forum Financial Management, LP Lombard, IL5.9MShares$203 Million3.37% of portfolio
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Mather Group, Llc. Chicago, IL5.84MShares$201 Million2.07% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$108 Million0.94% of portfolio
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Buckingham Strategic Partners Saint Louis, MO2.52MShares$86.6 Million1.18% of portfolio