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Dimensional Etf Trust shares owned by Acorn Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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 $3.0M 93k 31.84
2025-06-30 $1.8M 60k 29.43
2025-03-31 $1.2M 44k 28.15
2024-12-31 $1.5M 49k 30.78
2024-09-30 $206k 6.7k 30.80

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

Savant Capital Management
Mather Group
JMG Financial Group
CI Private Wealth
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Coldstream Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust