Acorn Financial Advisory Services Inc Dimensional ETF Tr Us Marketwi Transaction History
Acorn Financial Advisory Services Inc
- $523 Million
- Q4 2024
A detailed history of Acorn Financial Advisory Services Inc transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Acorn Financial Advisory Services Inc holds 9,899 shares of DFUV stock, worth $428,626. This represents 0.08% of its overall portfolio holdings.
Number of Shares
9,899
Previous 9,896
0.03%
Holding current value
$428,626
Previous $412,000
1.7%
% of portfolio
0.08%
Previous 0.08%
Shares
4 transactions
Others Institutions Holding DFUV
# of Institutions
699Shares Held
275MCall Options Held
0Put Options Held
0-
Envestnet Asset Management Inc33.9MShares$1.47 Billion0.46% of portfolio
-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.36 Billion3.18% of portfolio
-
Savant Capital, LLC18MShares$778 Million5.98% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$625 Million6.31% of portfolio
-
Ci Private Wealth, LLC Miami, FL10.7MShares$465 Million0.67% of portfolio