Acorn Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History

Acorn Wealth Advisors, LLC

$226 Million
Q4 2024

A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 47,106 shares of DFUS stock, worth $3.09 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares

47,106

Previous 53,412 11.81%

Holding current value

$3.09 Million

Previous $3.32 Million 9.57%

% of portfolio

1.33%

Previous 1.51%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$61.52 - $66.5 $387,945 - $419,349	-6,306 Reduced 11.81%	47,106 $3 Million
Q3 2024 Nov 13, 2024	SELL	$56.04 - $62.2 $48,194 - $53,492	-860 Reduced 1.58%	53,412 $3.32 Million
Q2 2024 Jul 30, 2024	BUY	$53.83 - $59.14 $534,962 - $587,733	9,938 Added 22.42%	54,272 $3.19 Million
Q1 2024 Apr 26, 2024	BUY	$50.79 - $56.98 $566,765 - $635,839	11,159 Added 33.64%	44,334 $2.53 Million
Q4 2023 Feb 07, 2024	BUY	$44.51 - $52.0 $134,553 - $157,196	3,023 Added 10.03%	33,175 $1.72 Million
Q3 2023 Nov 07, 2023	BUY	$46.29 - $49.87 $140,351 - $151,205	3,032 Added 11.18%	30,152 $1.4 Million
Q2 2023 Aug 02, 2023	BUY	$43.77 - $48.16 $109,031 - $119,966	2,491 Added 10.11%	27,120 $1.31 Million
Q1 2023 May 09, 2023	BUY	$41.24 - $45.43 $69,654 - $76,731	1,689 Added 7.36%	24,629 $1.09 Million
Q4 2022 Feb 10, 2023	BUY	$38.86 - $44.32 $216,100 - $246,463	5,561 Added 32.0%	22,940 $954,000
Q3 2022 Nov 09, 2022	BUY	$38.82 - $46.57 $188,471 - $226,097	4,855 Added 38.77%	17,379 $675,000
Q2 2022 Aug 08, 2022	BUY	$39.62 - $49.51 $496,200 - $620,063	12,524 New	12,524 $510,000
Q1 2022 May 03, 2022	SELL	$45.16 - $52.01 $266,624 - $307,067	-5,904 Closed	0 $0
Q4 2021 Feb 14, 2022	BUY	$47.05 - $51.98 $1,082 - $1,195	23 Added 0.39%	5,904 $305,000
Q3 2021 Nov 12, 2021	BUY	$46.48 - $49.7 $743 - $795	16 Added 0.27%	5,881 $277,000
Q2 2021 Aug 16, 2021	BUY	$45.75 - $47.12 $268,323 - $276,358	5,865 New	5,865 $276,000

Others Institutions Holding DFUS

# of Institutions

698

Shares Held

144M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR U S EQUITY

Ticker DFUS
Sector ETFs
Industry ETFs

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Acorn Wealth Advisors, LLC Dimensional ETF Tr U S Equity Transaction History