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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