Icon Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History

Icon Wealth Advisors, LLC

  • $1.18 Billion
  • Q1 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 42,672 shares of DFAC stock, worth $1.48 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
42,672
Previous 48,032 11.16%
Holding current value
$1.48 Million
Previous $1.66 Million 15.29%
% of portfolio
0.12%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$32.42 - $36.13 $173,771 - $193,656
-5,360 Reduced 11.16%
42,672 $1.41 Million
Q4 2024

Feb 14, 2025
BUY
$33.92 - $36.6 $1.63 Million - $1.76 Million
48,032 New
48,032 $1.66 Million

Others Institutions Holding DFAC

# of Institutions
1,093
Shares Held
814M
Call Options Held
46.6K
Put Options Held
600
View Full List

About DIMENSIONAL ETF TR U S CORE EQ

DFAC Quotes by TradingView
  • Ticker DFAC
  • Sector ETFs
  • Industry ETFs
More about DFAC
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