A detailed history of Accurate Wealth Management, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 7,019 shares of DFAT stock, worth $399,661. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,019
Previous 6,817 2.96%
Holding current value
$399,661
Previous $396,000 0.76%
% of portfolio
0.06%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 13, 2026

BUY
$55.75 - $58.83 $11,261 - $11,883
202 Added 2.96%
7,019 $399,000
Q3 2025

Oct 20, 2025

BUY
$53.36 - $59.69 $98,129 - $109,769
1,839 Added 36.94%
6,817 $396,000
Q2 2025

Jul 15, 2025

BUY
$44.8 - $53.97 $223,014 - $268,662
4,978 New
4,978 $268,000

Others Institutions Holding DFAT

About DIMENSIONAL ETF TR U S TARGET


  • Ticker DFAT
  • Sector ETFs
  • Industry ETFs
More about DFAT
Track This Portfolio

Track Accurate Wealth Management, LLC Portfolio

Follow Accurate Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Accurate Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Accurate Wealth Management, LLC with notifications on news.