Icon Wealth Advisors, LLC Dimensional ETF Tr Transaction History

Icon Wealth Advisors, LLC

$1.37 Billion
Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 2,465 shares of DFIV stock, worth $118,098. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,465

Holding current value

$118,098

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 14, 2025	BUY	$42.66 - $46.53 $105,156 - $114,696	2,465 New	2,465 $113,000

Others Institutions Holding DFIV

# of Institutions

790

Shares Held

258M

Call Options Held

Put Options Held

Northwestern Mutual Wealth Management CO

26.9M
Shares

$1.29 Billion
0.84% of portfolio
Mercer Global Advisors Inc Denver, CO

20.9M
Shares

$1 Billion
1.65% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

13.8M
Shares

$663 Million
0.39% of portfolio
Buckingham Strategic Wealth, LLC Clayton, MO

11.2M
Shares

$535 Million
4.47% of portfolio
Savant Capital, LLC

8.68M
Shares

$416 Million
2.24% of portfolio

View Full List

About DIMENSIONAL ETF TR

Ticker DFIV
Sector ETFs
Industry ETFs

More about DFIV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Icon Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Icon Wealth Advisors, LLC with notifications on news.

Account

Icon Wealth Advisors, LLC Dimensional ETF Tr Transaction History