Acorn Wealth Advisors, LLC DFAC Holdings History
Acorn Wealth Advisors, LLC's Dimensional U.S. Core Equity 2 ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 146,494.00 shares of Dimensional U.S. Core Equity 2 ETF(DFAC), totaling $4.83 Mil. This investment constitutes 2.01% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0.02% of the outstanding Dimensional U.S. Core Equity 2 ETF(DFAC) stock.
The initial trade took place in 2023Q4. And since then Acorn Wealth Advisors, LLC has made 5 purchases of DFAC, at an average price of $34.74, for a total of 146,494.00 shares. Based on historical transaction data and DFAC's current price of $36.54, Acorn Wealth Advisors, LLC's estimated gain on his DFAC holdings is $263,153.00, reflecting a 5.17% gain to date.
Acorn Wealth Advisors, LLC DFAC ($36.54) Holding Chart
Acorn Wealth Advisors, LLC DFAC ($36.54) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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