Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Dimensional Etf Trust
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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 | $118M | 3.1M | 38.57 |
| 2025-06-30 | $110M | 3.1M | 35.84 |
| 2025-03-31 | $99M | 3.0M | 32.99 |
| 2024-12-31 | $103M | 3.0M | 34.59 |
| 2024-09-30 | $107M | 3.1M | 34.29 |
| 2024-06-30 | $99M | 3.1M | 32.24 |
| 2024-03-31 | $77M | 2.4M | 31.95 |
| 2023-09-30 | $58M | 2.2M | 26.20 |
| 2023-06-30 | $60M | 2.2M | 27.15 |
| 2023-03-31 | $51M | 2.0M | 25.48 |
| 2022-12-31 | $54M | 2.2M | 24.28 |
| 2022-09-30 | $47M | 2.1M | 22.24 |
| 2022-06-30 | $49M | 2.1M | 23.30 |
| 2022-03-31 | $2.3M | 83k | 27.58 |
| 2021-12-31 | $57M | 2.0M | 28.97 |
| 2021-09-30 | $35M | 1.3M | 26.57 |
| 2021-06-30 | $35M | 1.3M | 26.98 |
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