Icon Wealth Advisors, LLC Dimensional ETF Tr U S Target Transaction History
Icon Wealth Advisors, LLC
- $1.33 Billion
- Q2 2025
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 $194,085. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,408
Previous 3,408
-0.0%
Holding current value
$194,085
Previous $175,000
4.57%
% of portfolio
0.01%
Previous 0.01%
Shares
1 transactions
Others Institutions Holding DFAT
# of Institutions
801Shares Held
173MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS14.1MShares$803 Million0.66% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO12.4MShares$708 Million7.18% of portfolio
-
Forum Financial Management, LP Lombard, IL9.75MShares$555 Million8.82% of portfolio
-
Index Fund Advisors, Inc.6.52MShares$371 Million19.13% of portfolio
-
Pure Financial Advisors, LLC4.96MShares$282 Million4.76% of portfolio