Icon Wealth Advisors, LLC Dimensional ETF Tr Dimensional Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 5,559 shares of DFSV stock, worth $147,591. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,559Holding current value
$147,591% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
434Shares Held
118MCall Options Held
600Put Options Held
8.2K-
Savant Capital, LLC9.38MShares$249 Million2.0% of portfolio
-
Alaska Permanent Fund Corp Juneau, AK7.62MShares$202 Million2.99% of portfolio
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Jmg Financial Group, Ltd.5.82MShares$154 Million5.77% of portfolio
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Ci Private Wealth, LLC Miami, FL5.05MShares$134 Million0.24% of portfolio
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Mather Group, Llc. Chicago, IL5.01MShares$133 Million1.64% of portfolio