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Dimensional Etf Trust shares owned by Acorn Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) shares owned by Acorn Wealth Advisors from 13F filings

Historical chart of Acorn Wealth Advisors investment in Dimensional Etf Trust

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All positions including Dimensional Etf Trust held by Acorn Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $756k 16k 46.12
2025-06-30 $600k 14k 42.83
2025-03-31 $497k 13k 39.36
2024-12-31 $285k 8.0k 35.48
2024-09-30 $1.2M 32k 38.08

More positions owned by Acorn Wealth Advisors

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Apple (AAPL)
Select Sector Spdr Tr Technology (XLK)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Msci Usa Min Vol (USMV)
JPMorgan Chase & Co. (JPM)

View all positions for Acorn Wealth Advisors

Top funds holding Dimensional Etf Trust

Northwestern Mutual Wealth Management Company
Mercer Global Advisors
Pnc Financial Services
Colony
Savant Capital Management
Northern Trust
Buckingham Strategic Partners
Envestnet Asset Management
Index Fund Advisors
Raymond James Financial
EP Wealth Advisors
Creative Planning
HighTower Advisors
Plan
Foster Group

View all funds holding Dimensional Etf Trust