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 $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
Others Institutions Holding DFAX
# of Institutions
472Shares Held
211MCall Options Held
0Put Options Held
0-
Buckingham Strategic Wealth, LLC Clayton, MO11.5MShares$298 Million3.33% of portfolio
-
Envestnet Asset Management Inc11MShares$283 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.42MShares$191 Million0.1% of portfolio
-
Geometric Wealth Advisors6.44MShares$166 Million39.35% of portfolio
-
Commonwealth Equity Services, LLC5.73MShares$148 Million0.24% of portfolio