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 $324,479. This represents 0.08% of its overall portfolio holdings.
Number of Shares
7,746
Previous 8,368
7.43%
Holding current value
$324,479
Previous $355,000
9.01%
% of portfolio
0.08%
Previous 0.09%
Shares
2 transactions
Others Institutions Holding DFCF
# of Institutions
290Shares Held
78.3MCall Options Held
0Put Options Held
0-
Truepoint, Inc.9.94MShares$416 Million12.05% of portfolio
-
Hbk Sorce Advisory LLC Erie, PA6.95MShares$291 Million10.95% of portfolio
-
Beaird Harris Wealth Management, LLC Dallas, TX2.63MShares$110 Million11.04% of portfolio
-
Wp Wealth LLP Fort Worth, TX2.27MShares$95.1 Million24.6% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS1.88MShares$78.6 Million1.26% of portfolio