Acorn Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Acorn Wealth Advisors, LLC
- $220 Million
- Q3 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 11,919 shares of DFAC stock, worth $429,799. This represents 0.19% of its overall portfolio holdings.
Number of Shares
11,919
Previous 7,619
56.44%
Holding current value
$429,799
Previous $245,000
66.53%
% of portfolio
0.19%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DFAC
# of Institutions
917Shares Held
740MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.04 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.81 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.36 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.35 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$640 Million0.28% of portfolio