Accurate Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Accurate Wealth Management, LLC

  • $688 Million
  • Q4 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 68,830 shares of DFIC stock, worth $2.3 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
68,830
Previous 64,263 7.11%
Holding current value
$2.3 Million
Previous $2.11 Million 9.02%
% of portfolio
0.33%
Previous 0.32%

Shares

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

Jan 13, 2026
BUY
$32.24 - $33.72 $147,240 - $153,999
4,567 Added 7.11%
68,830 $2.3 Million
Q3 2025

Oct 20, 2025
BUY
$30.76 - $33.01 $127,654 - $136,991
4,150 Added 6.9%
64,263 $2.11 Million
Q2 2025

Jul 15, 2025
BUY
$24.94 - $31.15 $1.5 Million - $1.87 Million
60,113 New
60,113 $1.87 Million

Others Institutions Holding DFIC

# of Institutions
530
Shares Held
284M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFIC Quotes by TradingView
  • Ticker DFIC
  • Sector ETFs
  • Industry ETFs
More about DFIC
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