Acorn Wealth Advisors, LLC Dimensional ETF Tr Short Durat Transaction History
Acorn Wealth Advisors, LLC
- $194 Million
- Q2 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 64,063 shares of DFSD stock, worth $3.06 Million. This represents 1.55% of its overall portfolio holdings.
Number of Shares
64,063
Previous 66,593
3.8%
Holding current value
$3.06 Million
Previous $3.13 Million
3.9%
% of portfolio
1.55%
Previous 1.7%
Shares
8 transactions
Others Institutions Holding DFSD
# of Institutions
251Shares Held
42.7MCall Options Held
0Put Options Held
0-
Beaird Harris Wealth Management, LLC Dallas, TX2.37MShares$113 Million11.04% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.18MShares$104 Million1.31% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO2.08MShares$99.1 Million1.09% of portfolio
-
Di Nuzzo Private Wealth, Inc. Beaver, PA2MShares$95.4 Million16.24% of portfolio
-
Planning Center, Inc.1.97MShares$94.1 Million16.69% of portfolio