Accurate Wealth Management, LLC Dimensional ETF Tr U S Core Eq Transaction History
Accurate Wealth Management, LLC
- $464 Million
- Q3 2024
A detailed history of Accurate Wealth Management, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 5,880 shares of DFAC stock, worth $207,446. This represents 0.04% of its overall portfolio holdings.
Number of Shares
5,880Holding current value
$207,446% of portfolio
0.04%Shares
1 transactions
Others Institutions Holding DFAC
# of Institutions
921Shares Held
741MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2 Billion0.64% of portfolio
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Mercer Global Advisors Inc Denver, CO50.1MShares$1.77 Billion3.76% of portfolio
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Forum Financial Management, LP Lombard, IL37.6MShares$1.33 Billion24.59% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.32 Billion13.39% of portfolio
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Lpl Financial LLC Fort Mill, SC17.7MShares$626 Million0.28% of portfolio