Acorn Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Acorn Wealth Advisors, LLC
- $222 Million
- Q1 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 10,256 shares of DFIC stock, worth $325,217. This represents 0.13% of its overall portfolio holdings.
Number of Shares
10,256
Previous 12,655
18.96%
Holding current value
$325,217
Previous $327,000
13.15%
% of portfolio
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding DFIC
# of Institutions
493Shares Held
292MCall Options Held
6.6KPut Options Held
3.9K-
Mercer Global Advisors Inc Denver, CO30.9MShares$980 Million2.0% of portfolio
-
Envestnet Asset Management Inc27.5MShares$873 Million0.26% of portfolio
-
Forum Financial Management, LP Lombard, IL16.2MShares$515 Million8.53% of portfolio
-
Evensky & Katz LLC6.15MShares$195 Million11.67% of portfolio
-
High Tower Advisors, LLC Chicago, IL5.17MShares$164 Million0.2% of portfolio