Acorn Financial Advisory Services Inc Dimensional ETF Tr Transaction History
Acorn Financial Advisory Services Inc
- $483 Million
- Q2 2024
Shares
2 transactions
Others Institutions Holding DFAI
# of Institutions
520Shares Held
159MCall Options Held
400Put Options Held
0-
Sym Financial Corp6.24MShares$195 Million29.57% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.47MShares$171 Million18.48% of portfolio
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Bank Of America Corp Charlotte, NC5.11MShares$160 Million0.01% of portfolio
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Northern Trust Corp Chicago, IL4.24MShares$133 Million0.02% of portfolio
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Ci Private Wealth, LLC Miami, FL4.14MShares$129 Million0.22% of portfolio