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 $318,441. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,950
Previous 8,365
6.99%
Holding current value
$318,441
Previous $213,000
13.62%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
993Shares Held
763MCall Options Held
76KPut Options Held
0-
Envestnet Asset Management Inc56.6MShares$2.01 Billion0.64% of portfolio
-
Mercer Global Advisors Inc Denver, CO50.1MShares$1.78 Billion3.76% of portfolio
-
Forum Financial Management, LP Lombard, IL37.6MShares$1.34 Billion24.59% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.33 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$631 Million0.28% of portfolio