Accurate Wealth Management, LLC Dimensional ETF Tr U S Target Transaction History
Accurate Wealth Management, LLC
- $663 Million
- Q3 2025
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 6,817 shares of DFAT stock, worth $388,159. This represents 0.06% of its overall portfolio holdings.
Number of Shares
6,817
Previous 4,978
36.94%
Holding current value
$388,159
Previous $268,000
47.76%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAT
# of Institutions
807Shares Held
169MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS13.9MShares$792 Million0.63% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Savant Capital, LLC4.97MShares$283 Million1.62% of portfolio