Acorn Wealth Advisors, LLC DUSB Holdings History
Number of Shares
13,810.00
Current Holdings Value*
$700,580.00
% of Portfolio
0.29%
Total Estimate Gain
$488.50
% of Total Estimate Gain
0.07%
Acorn Wealth Advisors, LLC's Dimensional Ultrashort Fixed Income ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 13,810.00 shares of Dimensional Ultrashort Fixed Income ETF(DUSB), totaling $700,580.00. This investment constitutes 0.29% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0.06% of the outstanding Dimensional Ultrashort Fixed Income ETF(DUSB) stock.
The initial trade took place in 2024Q4. And since then Acorn Wealth Advisors, LLC has made 2 purchases of DUSB, at an average price of $50.73, for a total of 13,810.00 shares. Based on historical transaction data and DUSB's current price of $50.77, Acorn Wealth Advisors, LLC's estimated gain on his DUSB holdings is $488.50, reflecting a 0.07% gain to date.
Acorn Wealth Advisors, LLC DUSB ($50.77) Holding Chart
Acorn Wealth Advisors, LLC DUSB ($50.77) 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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