Intercontinental Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 11,680 shares of DFAX stock, worth $373,876. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,680
Previous 11,500
1.57%
Holding current value
$373,876
Previous $265,000
2.64%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
667Shares Held
257MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$360 Million3.18% of portfolio
-
Alerus Financial Na Grand Forks, ND8.38MShares$268 Million14.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC8.09MShares$259 Million0.08% of portfolio
-
Geometric Wealth Advisors7.29MShares$233 Million33.26% of portfolio
-
Allworth Financial LP6.86MShares$220 Million0.98% of portfolio