Acorn Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History

Acorn Wealth Advisors, LLC

$226 Million
Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 56,462 shares of DFSD stock, worth $2.68 Million. This represents 1.17% of its overall portfolio holdings.

Number of Shares

56,462

Previous 61,619 8.37%

Holding current value

$2.68 Million

Previous $2.94 Million 10.03%

% of portfolio

1.17%

Previous 1.33%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$46.75 - $47.8 $241,089 - $246,504	-5,157 Reduced 8.37%	56,462 $2.65 Million
Q3 2024 Nov 13, 2024	SELL	$47.0 - $47.84 $114,868 - $116,920	-2,444 Reduced 3.81%	61,619 $2.94 Million
Q2 2024 Jul 30, 2024	SELL	$46.64 - $47.15 $117,999 - $119,289	-2,530 Reduced 3.8%	64,063 $3.01 Million
Q1 2024 Apr 26, 2024	BUY	$46.78 - $47.19 $405,489 - $409,042	8,668 Added 14.96%	66,593 $3.13 Million
Q4 2023 Feb 07, 2024	BUY	$46.16 - $47.09 $263,019 - $268,318	5,698 Added 10.91%	57,925 $2.72 Million
Q3 2023 Nov 07, 2023	BUY	$46.24 - $46.65 $201,144 - $202,927	4,350 Added 9.09%	52,227 $2.42 Million
Q2 2023 Aug 02, 2023	BUY	$46.28 - $46.83 $325,996 - $329,870	7,044 Added 17.25%	47,877 $2.22 Million
Q1 2023 May 09, 2023	SELL	$46.1 - $46.75 $55,642 - $56,427	-1,207 Reduced 2.87%	40,833 $1.91 Million
Q4 2022 Feb 10, 2023	SELL	$45.19 - $46.47 $47,223 - $48,561	-1,045 Reduced 2.43%	42,040 $1.94 Million
Q3 2022 Nov 09, 2022	BUY	$45.55 - $47.51 $1.96 Million - $2.05 Million	43,085 New	43,085 $1.98 Million

Others Institutions Holding DFSD

# of Institutions

332

Shares Held

66M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR SHORT DURAT

Ticker DFSD
Sector ETFs
Industry ETFs

More about DFSD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.

Account

Acorn Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History