IWA
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Intercontinental Wealth Advisors’s Dimensional US Large Cap Value ETF DFLV Stock Holding History

Intercontinental Wealth Advisors’s Portfolio DFLV Stock Details DFLV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		$312K Hold
12,300
– – 0.07% 256
2023
Q1 		$302K Buy
+12,300
New +$309K 0.08% 260

Other funds holding DFLV

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
MFWP
Mosaic Family Wealth Partners St. Louis, Missouri $1.49B AUM 26.43% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
RWG
Regal Wealth Group Seal Beach, California $162M AUM 19.09% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
TH
Team Hewins Redwood City, California $366M AUM 29.87% 1-Year Est. Return
W
WPWealth Fort Worth, Texas $674M AUM 15.87% 1-Year Est. Return
FWS
FinDec Wealth Services Stockton, California $84.6M AUM 16.09% 1-Year Est. Return

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

Intercontinental Wealth Advisors held its Dimensional US Large Cap Value ETF (DFLV) position steady in Q2 2023 at 12,300 shares worth $312K. The position accounts for 0.07% of the portfolio, ranked #256.

Intercontinental Wealth Advisors first reported a position in DFLV in Q1 2023 and has held it in 2 quarters since. 102 funds tracked by Wall St. Rank hold DFLV as of Q2 2023.

  • Intercontinental Wealth Advisors held 12,300 shares of Dimensional US Large Cap Value ETF worth $312K as of Q2 2023.
  • Intercontinental Wealth Advisors left its Dimensional US Large Cap Value ETF share count unchanged in Q2 2023.
  • Dimensional US Large Cap Value ETF made up 0.07% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #256 holding.
  • Intercontinental Wealth Advisors first reported a position in Dimensional US Large Cap Value ETF in Q1 2023 and has held it in 2 quarters since.
  • 102 funds tracked by Wall St. Rank held Dimensional US Large Cap Value ETF as of Q2 2023.

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