AWA
Acorn Wealth Advisors’s Dimensional US Equity ETF DFUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.21M | Buy |
47,859
+2,604
| +6% | +$175K | 1.19% | 21 |
|
|
2025
Q1 | $2.74M | Sell |
45,255
-1,851
| -4% | -$112K | 1.14% | 20 |
|
|
2024
Q4 | $3M | Sell |
47,106
-6,306
| -12% | -$402K | 1.24% | 19 |
|
|
2024
Q3 | $3.32M | Sell |
53,412
-860
| -2% | -$53.5K | 1.43% | 15 |
|
|
2024
Q2 | $3.19M | Buy |
54,272
+9,938
| +22% | +$585K | 1.58% | 13 |
|
|
2024
Q1 | $2.53M | Buy |
44,334
+11,159
| +34% | +$636K | 1.32% | 16 |
|
|
2023
Q4 | $1.72M | Buy |
33,175
+3,023
| +10% | +$157K | 1.02% | 24 |
|
|
2023
Q3 | $1.4M | Buy |
30,152
+3,032
| +11% | +$141K | 0.93% | 26 |
|
|
2023
Q2 | $1.31M | Buy |
27,120
+2,491
| +10% | +$120K | 0.89% | 27 |
|
|
2023
Q1 | $1.09M | Buy |
24,629
+1,689
| +7% | +$75K | 0.81% | 28 |
|
|
2022
Q4 | $955K | Buy |
22,940
+5,561
| +32% | +$232K | 0.73% | 34 |
|
|
2022
Q3 | $675K | Buy |
17,379
+4,855
| +39% | +$189K | 0.55% | 42 |
|
|
2022
Q2 | $510K | Buy |
+12,524
| New | +$510K | 0.4% | 62 |
|
|
2022
Q1 | – | Sell |
-5,904
| Closed | -$305K | – | 176 |
|
|
2021
Q4 | $305K | Buy |
5,904
+23
| +0.4% | +$1.19K | 0.19% | 131 |
|
|
2021
Q3 | $277K | Buy |
5,881
+16
| +0.3% | +$754 | 0.19% | 128 |
|
|
2021
Q2 | $276K | Buy |
+5,865
| New | +$276K | 0.19% | 127 |
|