Acorn Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Acorn Wealth Advisors, LLC
- $222 Million
- Q1 2025
A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 16,323 shares of DISV stock, worth $536,863. This represents 0.21% of its overall portfolio holdings.
Number of Shares
16,323
Previous 15,345
6.37%
Holding current value
$536,863
Previous $407,000
16.71%
% of portfolio
0.21%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding DISV
# of Institutions
343Shares Held
69.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$292 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL6.15MShares$202 Million3.39% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$104 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.33MShares$76.7 Million1.1% of portfolio
-
Ritholtz Wealth Management1.65MShares$54.2 Million1.46% of portfolio