Acorn Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Acorn Wealth Advisors, LLC
- $226 Million
- Q4 2024
A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr Natl Mun Bd stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 6,545 shares of DFNM stock, worth $310,691. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,545
Previous 6,545
-0.0%
Holding current value
$310,691
Previous $317,000
1.58%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
240Shares Held
25.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.7MShares$128 Million3.53% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.8 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.4 Million2.05% of portfolio
-
Geo Wealth Management, LLC Chicago, IL1.01MShares$47.8 Million1.65% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.8 Million4.9% of portfolio