Acorn Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 167,098 shares of DFCF stock, worth $6.91 Million. This represents 3.06% of its overall portfolio holdings.
Number of Shares
167,098
Previous 189,028
11.6%
Holding current value
$6.91 Million
Previous $8.16 Million
15.35%
% of portfolio
3.06%
Previous 3.7%
Shares
9 transactions
Others Institutions Holding DFCF
# of Institutions
411Shares Held
119MCall Options Held
0Put Options Held
0-
Essential Planning, Llc. Portsmouth, NH11.6MShares$478 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$460 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Factory Mutual Insurance CO Waltham, MA2.79MShares$116 Million1.39% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.77MShares$115 Million23.4% of portfolio