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 $301,344. This represents 0.07% of its overall portfolio holdings.

Number of Shares
11,680
Previous 11,500 1.57%
Holding current value
$301,344
Previous $265,000 2.64%
% of portfolio
0.07%
Previous 0.07%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 21, 2023

BUY
$22.56 - $24.03 $4,060 - $4,325
180 Added 1.57%
11,680 $272,000
Q2 2022

Aug 05, 2022

BUY
$21.22 - $25.37 $244,030 - $291,755
11,500 New
11,500 $247,000

Others Institutions Holding DFAX

About DIMENSIONAL ETF TR


  • Ticker DFAX
More about DFAX
Track This Portfolio

Track Intercontinental Wealth Advisors, LLC Portfolio

Follow Intercontinental Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Intercontinental Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Intercontinental Wealth Advisors, LLC with notifications on news.