Acorn Wealth Advisors, LLC Dimensional ETF Tr Natl Mun Bd Transaction History
Acorn Wealth Advisors, LLC
- $222 Million
- Q1 2025
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 $309,643. This represents 0.14% of its overall portfolio holdings.
Number of Shares
6,545
Previous 6,545
-0.0%
Holding current value
$309,643
Previous $312,000
0.32%
% of portfolio
0.14%
Previous 0.14%
Shares
1 transactions
Others Institutions Holding DFNM
# of Institutions
252Shares Held
26.7MCall Options Held
0Put Options Held
0-
Truepoint, Inc.2.74MShares$129 Million3.62% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO1.2MShares$56.6 Million0.64% of portfolio
-
Foster Group, Inc.1.1MShares$52.2 Million2.05% of portfolio
-
First Ascent Asset Management, LLC901KShares$42.6 Million4.9% of portfolio
-
Geo Wealth Management, LLC Chicago, IL879KShares$41.6 Million1.79% of portfolio