Intercontinental Wealth Advisors, LLC Dimensional ETF Tr U S Core Eq Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Dimensional ETF Tr U S Core Eq stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 8,950 shares of DFAC stock, worth $310,117. This represents 0.06% of its overall portfolio holdings.
Number of Shares
8,950
Previous 8,365
6.99%
Holding current value
$310,117
Previous $213,000
13.62%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding DFAC
# of Institutions
1,092Shares Held
814MCall Options Held
46.6KPut Options Held
600-
Mercer Global Advisors Inc Denver, CO53.8MShares$1.86 Billion4.13% of portfolio
-
Envestnet Asset Management Inc52.2MShares$1.81 Billion0.58% of portfolio
-
Forum Financial Management, LP Lombard, IL37.8MShares$1.31 Billion23.61% of portfolio
-
Buckingham Strategic Wealth, LLC Clayton, MO37.3MShares$1.29 Billion13.39% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.4MShares$602 Million0.23% of portfolio