Acorn Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 21,095 shares of DFAI stock, worth $675,250. This represents 0.27% of its overall portfolio holdings.
Number of Shares
21,095
Previous 28,334
25.55%
Holding current value
$675,250
Previous $900,000
31.67%
% of portfolio
0.27%
Previous 0.41%
Shares
15 transactions
Others Institutions Holding DFAI
# of Institutions
607Shares Held
230MCall Options Held
3.7KPut Options Held
0-
Essential Planning, Llc. Portsmouth, NH32.3MShares$1.03 Billion6.3% of portfolio
-
Sym Financial Corp6.65MShares$213 Million25.25% of portfolio
-
Bank Of America Corp Charlotte, NC6MShares$192 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.99MShares$192 Million0.06% of portfolio
-
Cable Hill Partners, LLC Portland, OR5.58MShares$178 Million17.39% of portfolio