Acorn Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Acorn Wealth Advisors, LLC
- $220 Million
- Q3 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 $312,327. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,545Holding current value
$312,327% of portfolio
0.14%Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
202Shares Held
22.1MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.61MShares$125 Million3.47% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$57.1 Million0.64% of portfolio
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Foster Group, Inc.1.19MShares$57 Million2.25% of portfolio
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Geo Wealth Management, LLC Chicago, IL958KShares$45.7 Million1.71% of portfolio
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First Ascent Asset Management, LLC901KShares$43 Million4.9% of portfolio