Acorn Wealth Advisors, LLC Dimensional ETF Tr U S Small C 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 Small C stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 7,728 shares of DFAS stock, worth $516,153. This represents 0.22% of its overall portfolio holdings.
Number of Shares
7,728
Previous 7,110
8.69%
Holding current value
$516,153
Previous $461,000
8.89%
% of portfolio
0.22%
Previous 0.21%
Shares
5 transactions
Others Institutions Holding DFAS
# of Institutions
737Shares Held
113MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS11.2MShares$749 Million0.72% of portfolio
-
Northern Trust Corp Chicago, IL7MShares$468 Million0.08% of portfolio
-
Index Fund Advisors, Inc.6.54MShares$437 Million23.7% of portfolio
-
Bank Of America Corp Charlotte, NC4.91MShares$328 Million0.03% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.72MShares$182 Million1.82% of portfolio