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 79,852 shares of DFAX stock, worth $2.56 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
79,852
Previous 80,845 1.23%
Holding current value
$2.56 Million
Previous $2.37 Million 5.52%
% of portfolio
0.38%
Previous 0.41%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025

SELL
$29.25 - $31.56 $29,045 - $31,339
-993 Reduced 1.23%
79,852 $2.51 Million
Q2 2025

Jul 15, 2025

BUY
$23.37 - $29.39 $1.89 Million - $2.38 Million
80,845 New
80,845 $2.37 Million

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
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.