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Dimensional Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Dimensional Etf Trust (DCOR) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $24M 339k 71.94
2025-06-30 $22M 329k 66.85
2025-03-31 $16M 261k 61.33
2024-12-31 $15M 236k 64.16
2024-09-30 $259k 4.1k 63.34

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Dimensional Etf Trust

Pure Financial Advisors
Your Advocates
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
Brighton Jones
LRI Investments
Fundamentun
Rather & Kittrell
Private Advisor
Monograph Wealth Advisors
Resources Investment Advisors
Annandale Capital
Great Oak Capital Partners
BCO Wealth Management
SC&H Financial Advisors
Keyes, Stange & Wooten Wealth Management

View all funds holding Dimensional Etf Trust