Icon Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Target stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,408 shares of DFAT stock, worth $167,230. This represents 0.02% of its overall portfolio holdings.
Number of Shares
3,408Holding current value
$167,230% of portfolio
0.02%Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
758Shares Held
167MCall Options Held
500Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$691 Million0.76% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$610 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL8.88MShares$436 Million8.65% of portfolio
-
Index Fund Advisors, Inc.6.31MShares$310 Million20.84% of portfolio
-
Savant Capital, LLC5.13MShares$252 Million2.33% of portfolio