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Acorn Wealth Advisors, LLC: DFAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Acorn Wealth Advisors, LLC on DFAU, newest first. How the timeline and the estimate are built.

Acorn Wealth Advisors, LLC held 22,314 DFAU shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,314 shares
    Change vs previous 13F -321 shares

    0.28% of the 13F portfolio, value $1,153,419.

    13F-HR 0001104659-26-088536 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 22,635 shares
    Change vs previous 13F -456 shares

    0.3% of the 13F portfolio, value $1,021,297.

    13F-HR 0001104659-26-052366 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 23,091 shares
    Change vs previous 13F -13,998 shares

    0.32% of the 13F portfolio, value $1,080,656.

    13F-HR 0001104659-26-012383 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 37,089 shares
    Change vs previous 13F +2,887 shares

    0.53% of the 13F portfolio, value $1,697,171.

    13F-HR 0001104659-25-104731 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,202 shares
    Change vs previous 13F +6 shares

    0.54% of the 13F portfolio, value $1,448,796.

    13F-HR 0001104659-25-077729 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 34,196 shares
    Change vs previous 13F -498 shares

    0.55% of the 13F portfolio, value $1,314,481.

    13F-HR 0001104659-25-043180 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 34,694 shares
    Change vs previous 13F -4,115 shares

    0.58% of the 13F portfolio, value $1,404,775.

    13F-HR 0001104659-25-009023 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 38,809 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,540,314.

    13F-HR 0001104659-24-117389 filed by Acorn Wealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).