A detailed history of Acorn Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Acorn Wealth Advisors, LLC holds 28,334 shares of DFAI stock, worth $829,052. This represents 0.41% of its overall portfolio holdings.

Number of Shares
28,334
Previous 26,683 6.19%
Holding current value
$829,052
Previous $791,000 13.78%
% of portfolio
0.41%
Previous 0.41%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024

BUY
$28.69 - $32.06 $47,367 - $52,931
1,651 Added 6.19%
28,334 $900,000
Q2 2024

Jul 30, 2024

BUY
$28.93 - $30.91 $10,038 - $10,725
347 Added 1.32%
26,683 $791,000
Q1 2024

Apr 26, 2024

BUY
$27.74 - $30.27 $29,543 - $32,237
1,065 Added 4.21%
26,336 $795,000
Q4 2023

Feb 07, 2024

BUY
$24.88 - $28.69 $9,280 - $10,701
373 Added 1.5%
25,271 $723,000
Q3 2023

Nov 07, 2023

BUY
$26.0 - $28.17 $85,384 - $92,510
3,284 Added 15.19%
24,898 $650,000
Q2 2023

Aug 02, 2023

BUY
$26.46 - $28.05 $134,840 - $142,942
5,096 Added 30.85%
21,614 $590,000
Q1 2023

May 09, 2023

SELL
$25.21 - $27.45 $24,806 - $27,010
-984 Reduced 5.62%
16,518 $445,000
Q4 2022

Feb 10, 2023

SELL
$21.47 - $25.85 $61,962 - $74,603
-2,886 Reduced 14.16%
17,502 $438,000
Q3 2022

Nov 09, 2022

SELL
$21.44 - $25.78 $171,091 - $205,724
-7,980 Reduced 28.13%
20,388 $440,000
Q2 2022

Aug 08, 2022

BUY
$23.87 - $28.49 $159,666 - $190,569
6,689 Added 30.85%
28,368 $685,000
Q1 2022

May 03, 2022

BUY
$25.94 - $30.08 $42,463 - $49,240
1,637 Added 8.17%
21,679 $610,000
Q4 2021

Feb 14, 2022

BUY
$28.27 - $30.4 $160,997 - $173,128
5,695 Added 39.69%
20,042 $593,000
Q3 2021

Nov 12, 2021

BUY
$28.39 - $30.41 $121,821 - $130,489
4,291 Added 42.67%
14,347 $415,000
Q2 2021

Aug 16, 2021

BUY
$28.24 - $30.33 $283,981 - $304,998
10,056 New
10,056 $294,000

Others Institutions Holding DFAI

About DIMENSIONAL ETF TR


  • Ticker DFAI
  • Sector ETFs
  • Industry ETFs
More about DFAI
Track This Portfolio

Track Acorn Wealth Advisors, LLC Portfolio

Follow Acorn Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Acorn Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Acorn Wealth Advisors, LLC with notifications on news.