Icon Wealth Advisors, LLC Dimensional ETF Tr Us Marketwi Transaction History
Icon Wealth Advisors, LLC
- $1.19 Billion
- Q4 2024
A detailed history of Icon Wealth Advisors, LLC transactions in Dimensional ETF Tr Us Marketwi stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 3,418 shares of DFUV stock, worth $134,498. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,418Holding current value
$134,498% of portfolio
0.01%Shares
1 transactions
Others Institutions Holding DFUV
# of Institutions
719Shares Held
269MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO31.5MShares$1.24 Billion3.18% of portfolio
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Envestnet Asset Management Inc30.5MShares$1.2 Billion0.42% of portfolio
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Savant Capital, LLC17.3MShares$681 Million5.4% of portfolio
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Buckingham Strategic Wealth, LLC Clayton, MO14.4MShares$568 Million6.31% of portfolio
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Ci Private Wealth, LLC Miami, FL10.7MShares$423 Million0.67% of portfolio