Acorn Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Acorn Wealth Advisors, LLC
- $222 Million
- Q1 2025
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 12,623 shares of DFIV stock, worth $536,477. This represents 0.22% of its overall portfolio holdings.
Number of Shares
12,623
Previous 8,045
56.9%
Holding current value
$536,477
Previous $285,000
74.04%
% of portfolio
0.22%
Previous 0.13%
Shares
3 transactions
Others Institutions Holding DFIV
# of Institutions
688Shares Held
226MCall Options Held
1.8KPut Options Held
200-
Envestnet Asset Management Inc20MShares$851 Million0.26% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.1MShares$812 Million1.75% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$475 Million4.47% of portfolio
-
Savant Capital, LLC8.49MShares$361 Million2.53% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA7.29MShares$310 Million0.15% of portfolio