Icon Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 5,559 shares of DFSV stock, worth $156,263. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,559Holding current value
$156,263% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
417Shares Held
109MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC8.05MShares$226 Million2.02% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$214 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$153 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$117 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$112 Million0.19% of portfolio