Intercontinental Wealth Advisors, LLC Dimensional ETF Tr Core Fxd In Transaction History
Intercontinental Wealth Advisors, LLC
- $416 Million
- Q2 2023
A detailed history of Intercontinental Wealth Advisors, LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Intercontinental Wealth Advisors, LLC holds 7,746 shares of DFCF stock, worth $319,754. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,746
Previous 8,368
7.43%
Holding current value
$319,754
Previous $355,000
9.01%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
332Shares Held
88.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.10.5MShares$433 Million12.4% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.9MShares$120 Million11.58% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.66MShares$110 Million23.84% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS2.43MShares$100 Million1.24% of portfolio
-
Great Waters Wealth Management Minneapolis, MN2.08MShares$85.9 Million12.12% of portfolio