Acorn Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Acorn Wealth Advisors, LLC
- $293 Million
- Q3 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 23,096 shares of DISV stock, worth $829,608. This represents 0.28% of its overall portfolio holdings.
Number of Shares
23,096
Previous 17,213
34.18%
Holding current value
$829,608
Previous $566,000
45.58%
% of portfolio
0.28%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding DISV
# of Institutions
391Shares Held
82.1MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$318 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.91MShares$212 Million3.28% of portfolio
-
Mather Group, Llc. Chicago, IL5.86MShares$211 Million2.13% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$113 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.27MShares$81.5 Million0.98% of portfolio