Intercontinental Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 8,950 shares of DFAC stock, worth $345,738. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,950
Previous 8,365
6.99%
Holding current value
$345,738
Previous $213,000
13.62%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,175Shares Held
809MCall Options Held
10.4KPut Options Held
20.1K-
Mercer Global Advisors Inc Denver, CO61.2MShares$2.37 Billion4.02% of portfolio
-
Forum Financial Management, LP Lombard, IL40MShares$1.55 Billion23.99% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.44 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.5MShares$676 Million0.21% of portfolio
-
Apella Capital, LLC13.5MShares$522 Million12.2% of portfolio