Accurate Wealth Management, LLC Dimensional ETF Tr Transaction History

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 2025

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 74,057 shares of DFAX stock, worth $2.37 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
74,057
Previous 79,852 7.26%
Holding current value
$2.37 Million
Previous $2.51 Million 5.39%
% of portfolio
0.34%
Previous 0.38%

Shares

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

Jan 13, 2026
SELL
$30.71 - $32.34 $177,964 - $187,410
-5,795 Reduced 7.26%
74,057 $2.37 Million
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

# of Institutions
672
Shares Held
258M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR

DFAX Quotes by TradingView
  • Ticker DFAX
More about DFAX
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