Icon Wealth Partners, LLC Dimensional ETF Tr U S Equity Transaction History
Icon Wealth Partners, LLC
- $878 Million
- Q3 2023
A detailed history of Icon Wealth Partners, LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Icon Wealth Partners, LLC holds 3,390 shares of DFUS stock, worth $225,265. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,390
Previous 3,390
-0.0%
Holding current value
$225,265
Previous $163,000
3.68%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
716Shares Held
162MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ26.4MShares$1.75 Billion2.38% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$529 Million5.21% of portfolio
-
Index Fund Advisors, Inc.5.8MShares$386 Million20.61% of portfolio
-
Plancorp, LLC4.79MShares$318 Million12.62% of portfolio
-
Envestnet Asset Management Inc4.04MShares$269 Million0.09% of portfolio