Intercontinental Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,746 shares of DFCF stock, worth $321,923. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,746
Previous 8,368
7.43%
Holding current value
$321,923
Previous $355,000
9.01%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
371Shares Held
3.55BCall Options Held
0Put Options Held
0-
Elser Financial Planning, Inc Indianapolis, IN3.44BShares$143 Billion8.57% of portfolio
-
Essential Planning, Llc. Portsmouth, NH11.6MShares$480 Million3.2% of portfolio
-
Truepoint, Inc.11.1MShares$462 Million12.57% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.97MShares$123 Million11.32% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$111 Million23.84% of portfolio