Intercontinental Wealth Advisors’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
$243K Buy
8,950
+585
+7% +$15.1K 0.06% 288
2023
Q1
$213K Buy
+8,365
New +$212K 0.05% 297

Other funds holding DFAC

Intercontinental Wealth Advisors's DFAC Position: Q2 2023 in Review

Intercontinental Wealth Advisors increased its Dimensional US Core Equity 2 ETF (DFAC) stake by 7% in Q2 2023, buying an estimated $15.1K and bringing the position to 8,950 shares worth $243K. The position accounts for 0.06% of the portfolio, ranked #288.

Intercontinental Wealth Advisors first reported a position in DFAC in Q1 2023 and has held it in 2 quarters since. 668 funds tracked by Wall St. Rank hold DFAC as of Q2 2023.

  • Intercontinental Wealth Advisors held 8,950 shares of Dimensional US Core Equity 2 ETF worth $243K as of Q2 2023.
  • Intercontinental Wealth Advisors bought 585 Dimensional US Core Equity 2 ETF shares in Q2 2023, an estimated $15.1K.
  • Dimensional US Core Equity 2 ETF made up 0.06% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #288 holding.
  • Intercontinental Wealth Advisors first reported a position in Dimensional US Core Equity 2 ETF in Q1 2023 and has held it in 2 quarters since.
  • 668 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.