Acorn Wealth Advisors, LLC DFSD Holdings History
Acorn Wealth Advisors, LLC's Dimensional Short-Duration Fixed Income ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 74,302.00 shares of Dimensional Short-Duration Fixed Income ETF(DFSD), totaling $3.53 Mil. This investment constitutes 1.47% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0.08% of the outstanding Dimensional Short-Duration Fixed Income ETF(DFSD) stock.
The initial trade took place in 2022Q3. And since then Acorn Wealth Advisors, LLC has made 6 purchases of DFSD, at an average price of $46.84, for a total of 86,685.00 shares. In addition, there have been 5 sales at an average price of $47.04 for 12,383.00 shares. Based on historical transaction data and DFSD's current price of $47.92, Acorn Wealth Advisors, LLC's estimated gain on his DFSD holdings is $83,104.21, reflecting a 2.05% gain to date.
Acorn Wealth Advisors, LLC DFSD ($47.92) Holding Chart
Acorn Wealth Advisors, LLC DFSD ($47.92) 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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