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Dimensional Etf Trust shares owned by Intercontinental Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) shares owned by Intercontinental Wealth Advisors from 13F filings

Historical chart of Intercontinental Wealth Advisors investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Intercontinental Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Intercontinental Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-06-30 $272k 12k 23.31
2023-03-31 $265k 12k 23.06
2022-12-31 $248k 12k 21.60
2022-09-30 $217k 12k 18.87
2022-06-30 $247k 12k 21.48

More positions owned by Intercontinental Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Msci Acwi Etf (ACWI)
Amazon (AMZN)
Ark Etf Tr Innovation Etf (ARKK)
Spdr Gold Tr Gold Shs (GLD)
Proshares Tr S&p 500 Dv Arist (NOBL)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds S&p Glbdiv Etf (WDIV)
Ishares Msci Jpn Etf New (EWJ)
Meta Platforms Cl A (META)
Proshares Tr Ultrapro Qqq (TQQQ)

View all positions for Intercontinental Wealth Advisors

Top funds holding Dimensional Etf Trust

Buckingham Asset Management
Geometric Wealth Advisors
Commonwealth Equity Services
Monograph Wealth Advisors
RFG Advisory
UBS Group
Plan
Alerus Financial
JFS Wealth Advisors
Hanson McClain Advisors
Assetmark
Pathstone Holdings
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Great Waters Wealth Management
Evanson Asset Management

View all funds holding Dimensional Etf Trust