Accurate Wealth Management, LLC Dimensional ETF Tr U S Equity Transaction History
Accurate Wealth Management, LLC
- $688 Million
- Q4 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 31,417 shares of DFUS stock, worth $2.29 Million. This represents 0.33% of its overall portfolio holdings.
Number of Shares
31,417
Previous 30,203
4.02%
Holding current value
$2.29 Million
Previous $2.19 Million
4.71%
% of portfolio
0.33%
Previous 0.33%
Shares
3 transactions
Others Institutions Holding DFUS
# of Institutions
843Shares Held
206MCall 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