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 $316,424. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,746
Previous 8,368
7.43%
Holding current value
$316,424
Previous $355,000
9.01%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
334Shares Held
89MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$428 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$118 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$109 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$99.2 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85 Million12.12% of portfolio