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Dimensional Etf Trust shares owned by Icon Wealth Partners

Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) shares owned by Icon Wealth Partners from 13F filings

Historical chart of Icon Wealth Partners investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Icon Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $158k 3.4k 46.55
2023-06-30 $163k 3.4k 48.16
2023-03-31 $151k 3.4k 44.43

More positions owned by Icon Wealth Partners

Ishares Core S&p 500 Etf Etf (IVV)
Accenture Plc Ireland Shs Class A Stock (ACN)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Ishares Msci Eafe Value Etf Etf (EFV)
Ishares Msci Eafe Growth Etf Etf (EFG)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Chevron Corp Stock (CVX)
Exxon Mobil Corp Stock (XOM)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Ishares Mbs Etf Etf (MBB)
Enterprise Prods Partners Stock (EPD)
Spdr S&p 500 Etf Trust Etf (SPY)

View all positions for Icon Wealth Partners

Top funds holding Dimensional Etf Trust

Prudential Financial
Colony
Index Fund Advisors
Plan
Envestnet Asset Management
Creative Planning
Mercer Global Advisors
Sax Wealth Advisors
Great Waters Wealth Management
Zhang Financial
TCI Wealth Advisors
LPL Financial
Root Financial Partners
Intelligence Driven Advisers
G2 Capital Management, Llc / Oh

View all funds holding Dimensional Etf Trust