Accurate Wealth Management, LLC Dimensional ETF Tr Dimensional Transaction History

Accurate Wealth Management, LLC

  • $663 Million
  • Q3 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 64,263 shares of DFIC stock, worth $2.15 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
64,263
Previous 60,113 6.9%
Holding current value
$2.15 Million
Previous $1.87 Million 12.79%
% of portfolio
0.32%
Previous 0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
526
Shares Held
282M
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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