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Dimensional Etf Trust shares owned by Intercontinental Wealth Advisors

Quarter-by-quarter ownership of Dimensional Etf Trust (DFLV) 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 $312k 12k 25.40
2023-03-31 $302k 12k 24.57

More positions owned by Intercontinental Wealth Advisors

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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

Savant Capital Management
EP Wealth Advisors
CI Private Wealth
Coldstream Capital Management
Foster Group
Truepoint
Mosaic Family Wealth Partners
Pathstone Holdings
HighTower Advisors
Cetera Investment Advisers
Summit Financial Strategies
Root Financial Partners
Beacon Pointe Advisors
DiNuzzo Private Wealth
H D Vest Advisory Services

View all funds holding Dimensional Etf Trust