Intercontinental Wealth Advisors, LLC Dimensional ETF Tr Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Dimensional ETF Tr stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 11,680 shares of DFAX stock, worth $286,627. This represents 0.07% of its overall portfolio holdings.
Number of Shares
11,680
Previous 11,500
1.57%
Holding current value
$286,627
Previous $265,000
2.64%
% of portfolio
0.07%
Previous 0.07%
Shares
2 transactions
Others Institutions Holding DFAX
# of Institutions
513Shares Held
222MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.2MShares$276 Million3.18% of portfolio
-
Envestnet Asset Management Inc9.09MShares$223 Million0.08% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.49MShares$184 Million0.09% of portfolio
-
Geometric Wealth Advisors7.2MShares$177 Million37.5% of portfolio
-
Commonwealth Equity Services, LLC5.7MShares$140 Million0.23% of portfolio