Acorn Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Acorn Wealth Advisors, LLC
- $251 Million
- Q2 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 13,997 shares of DFIV stock, worth $641,902. This represents 0.24% of its overall portfolio holdings.
Number of Shares
13,997
Previous 12,623
10.88%
Holding current value
$641,902
Previous $496,000
20.77%
% of portfolio
0.24%
Previous 0.22%
Shares
4 transactions
Others Institutions Holding DFIV
# of Institutions
760Shares Held
267MCall Options Held
0Put Options Held
0-
Northwestern Mutual Wealth Management CO24.6MShares$1.13 Billion0.78% of portfolio
-
Envestnet Asset Management Inc21.1MShares$969 Million0.28% of portfolio
-
Mercer Global Advisors Inc Denver, CO19.9MShares$914 Million1.77% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$512 Million4.47% of portfolio
-
Savant Capital, LLC8.59MShares$394 Million2.4% of portfolio