Accurate Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 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 12,147 shares of DISV stock, worth $436,320. This represents 0.07% of its overall portfolio holdings.

Number of Shares
12,147
Previous 12,084 0.52%
Holding current value
$436,320
Previous $397,000 9.07%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$32.78 - $35.79 $2,065 - $2,254
63 Added 0.52%
12,147 $433,000
Q2 2025

Jul 15, 2025
BUY
$25.93 - $32.91 $313,338 - $397,684
12,084 New
12,084 $397,000

Others Institutions Holding DISV

# of Institutions
391
Shares Held
81.8M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DISV Quotes by TradingView
  • Ticker DISV
  • Sector ETFs
  • Industry ETFs
More about DISV
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