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 18,318 shares of DFAR stock, worth $429,190. This represents 0.07% of its overall portfolio holdings.
Number of Shares
18,318
Previous 18,208
0.6%
Holding current value
$429,190
Previous $427,000
2.11%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAR
# of Institutions
279Shares Held
45.8MCall Options Held
0Put Options Held
0-
Vista Wealth Management Group, LLC3.13MShares$73.4 Million5.07% of portfolio
-
Prudential Financial Inc Newark, NJ2.49MShares$58.3 Million0.07% of portfolio
-
High Tower Advisors, LLC Chicago, IL2.38MShares$55.7 Million0.07% of portfolio
-
Elwood & Goetz Wealth Advisory Group, LLC Athens, GA2.2MShares$51.5 Million10.63% of portfolio
-
Root Financial Partners, LLC Solana Beach, CA1.58MShares$37.1 Million2.33% of portfolio