Acorn Financial Advisory Services Inc Dimensional ETF Tr U S Target Transaction History
Acorn Financial Advisory Services Inc
- $498 Million
- Q2 2025
A detailed history of Acorn Financial Advisory Services Inc transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 5,589 shares of DFAT stock, worth $328,800. This represents 0.06% of its overall portfolio holdings.
Number of Shares
5,589
Previous 5,589
-0.0%
Holding current value
$328,800
Previous $287,000
4.88%
% of portfolio
0.06%
Previous 0.06%
Shares
7 transactions
Others Institutions Holding DFAT
# of Institutions
784Shares Held
171MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$829 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$732 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.35MShares$550 Million8.76% of portfolio
-
Index Fund Advisors, Inc.6.17MShares$363 Million19.45% of portfolio
-
Savant Capital, LLC4.95MShares$291 Million1.74% of portfolio