Accurate Wealth Management, LLC Dimensional ETF Tr Transaction History
Accurate Wealth Management, LLC
- $581 Million
- Q2 2025
A detailed history of Accurate Wealth Management, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 80,845 shares of DFAX stock, worth $2.4 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
80,845Holding current value
$2.4 Million% of portfolio
0.41%Shares
1 transactions
Others Institutions Holding DFAX
# of Institutions
619Shares Held
250MCall Options Held
6.8KPut Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$333 Million3.18% of portfolio
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Geometric Wealth Advisors7.93MShares$235 Million37.02% of portfolio
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Lpl Financial LLC Fort Mill, SC7.84MShares$232 Million0.08% of portfolio
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Envestnet Asset Management Inc7.7MShares$228 Million0.07% of portfolio
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Rfg Advisory, LLC Birmingham, AL5.74MShares$170 Million4.32% of portfolio