Acorn Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 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 39,090 shares of DFAU stock, worth $1.54 Million. This represents 0.76% of its overall portfolio holdings.
Number of Shares
39,090
Previous 38,443
1.68%
Holding current value
$1.54 Million
Previous $1.4 Million
4.34%
% of portfolio
0.76%
Previous 0.76%
Shares
13 transactions
Others Institutions Holding DFAU
# of Institutions
399Shares Held
105MCall Options Held
0Put Options Held
0-
Sequoia Financial Advisors, LLC4.38MShares$172 Million2.04% of portfolio
-
Parsec Financial Management, Inc.4.15MShares$163 Million5.04% of portfolio
-
Modera Wealth Management, LLC4.01MShares$158 Million2.23% of portfolio
-
Aquire Wealth Advisors, LLC3.37MShares$132 Million42.46% of portfolio
-
Blankinship & Foster, LLC Solana Beach, CA2.77MShares$109 Million26.74% of portfolio