Acorn Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Acorn Wealth Advisors, LLC
- $251 Million
- Q2 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 17,213 shares of DISV stock, worth $611,405. This represents 0.23% of its overall portfolio holdings.
Number of Shares
17,213
Previous 16,323
5.45%
Holding current value
$611,405
Previous $475,000
19.16%
% of portfolio
0.23%
Previous 0.21%
Shares
3 transactions
Others Institutions Holding DISV
# of Institutions
367Shares Held
79.3MCall Options Held
0Put Options Held
0-
Merriman Wealth Management, LLC8.87MShares$315 Million10.25% of portfolio
-
Forum Financial Management, LP Lombard, IL5.9MShares$210 Million3.37% of portfolio
-
Mather Group, Llc. Chicago, IL5.84MShares$208 Million2.07% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO3.15MShares$112 Million0.94% of portfolio
-
Buckingham Strategic Partners Saint Louis, MO2.52MShares$89.5 Million1.18% of portfolio