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 $174,385. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,559Holding current value
$174,385% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFSV
# of Institutions
408Shares Held
108MCall Options Held
10.1KPut Options Held
0-
Savant Capital, LLC8.05MShares$253 Million2.02% of portfolio
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Alaska Permanent Fund Corp Juneau, AK7.62MShares$239 Million3.5% of portfolio
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Jmg Financial Group, Ltd.5.44MShares$171 Million5.92% of portfolio
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Mather Group, Llc. Chicago, IL4.17MShares$131 Million1.67% of portfolio
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Ci Private Wealth, LLC Miami, FL3.98MShares$125 Million0.19% of portfolio