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 $247,164. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,390
Previous 3,390
-0.0%
Holding current value
$247,164
Previous $163,000
3.68%
% of portfolio
0.02%
Previous 0.02%
Shares
1 transactions
Others Institutions Holding DFUS
# of Institutions
833Shares Held
203MCall Options Held
0Put Options Held
0-
Prudential Financial Inc Newark, NJ50.6MShares$3.69 Billion4.58% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO7.96MShares$580 Million5.21% of portfolio
-
Maseco LLP London,7.54MShares$550 Million26.46% of portfolio
-
Index Fund Advisors, Inc.4.99MShares$364 Million18.23% of portfolio
-
Plancorp, LLC4.57MShares$333 Million10.66% of portfolio