Acorn Wealth Advisors, LLC DFCF Holdings History
Acorn Wealth Advisors, LLC's Dimensional Core Fixed Income ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 147,389.00 shares of Dimensional Core Fixed Income ETF(DFCF), totaling $6.20 Mil. This investment constitutes 2.58% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0.09% of the outstanding Dimensional Core Fixed Income ETF(DFCF) stock.
The initial trade took place in 2022Q2. And since then Acorn Wealth Advisors, LLC has made 7 purchases of DFCF, at an average price of $41.76, for a total of 189,328.00 shares. In addition, there have been 3 sales at an average price of $41.90 for 41,939.00 shares. Based on historical transaction data and DFCF's current price of $42.04, Acorn Wealth Advisors, LLC's estimated gain on his DFCF holdings is $47,213.70, reflecting a 0.60% gain to date.
Acorn Wealth Advisors, LLC DFCF ($42.04) Holding Chart
Acorn Wealth Advisors, LLC DFCF ($42.04) 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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