Acorn Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 140,768 shares of DFAC stock, worth $4.66 Million. This represents 2.16% of its overall portfolio holdings.
Number of Shares
140,768
Previous 11,919
1081.04%
Holding current value
$4.66 Million
Previous $408,000
1093.63%
% of portfolio
2.16%
Previous 0.19%
Shares
4 transactions
Others Institutions Holding DFAC
# of Institutions
1,063Shares Held
799MCall Options Held
40KPut Options Held
0-
Envestnet Asset Management Inc57.3MShares$1.9 Billion0.66% of portfolio
-
Mercer Global Advisors Inc Denver, CO46.5MShares$1.54 Billion3.97% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.24 Billion25.73% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.24 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.2MShares$601 Million0.26% of portfolio