Accurate Wealth Management, LLC Dimensional ETF Tr U S Equity 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 Equity stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 30,203 shares of DFUS stock, worth $2.2 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
30,203
Previous 30,148
0.18%
Holding current value
$2.2 Million
Previous $2.02 Million
8.27%
% of portfolio
0.33%
Previous 0.35%
Shares
2 transactions
Others Institutions Holding DFUS
# of Institutions
833Shares Held
203MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
-
Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$333 Million10.66% of portfolio