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 38,766 shares of DUHP stock, worth $1.4 Million. This represents 0.58% of its overall portfolio holdings.
Number of Shares
38,766
Previous 36,355
6.63%
Holding current value
$1.4 Million
Previous $1.23 Million
4.56%
% of portfolio
0.58%
Previous 0.54%
Shares
2 transactions
Others Institutions Holding DUHP
# of Institutions
423Shares Held
230MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO38.1MShares$1.38 Billion2.93% of portfolio
-
Envestnet Asset Management Inc35MShares$1.27 Billion0.39% of portfolio
-
Merriman Wealth Management, LLC8.15MShares$295 Million11.99% of portfolio
-
Vista Wealth Management Group, LLC7.05MShares$255 Million15.92% of portfolio
-
Forum Financial Management, LP Lombard, IL6.94MShares$251 Million4.35% of portfolio