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Dimensional Etf Trust shares owned by Integrated Wealthcare

Quarter-by-quarter ownership of Dimensional Etf Trust (DFAC) shares owned by Integrated Wealthcare from 13F filings

Historical chart of Integrated Wealthcare investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Dimensional Etf Trust by Integrated Wealthcare

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.0M 101k 39.59

More positions owned by Integrated Wealthcare

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Capital Grp Fixed Incm Etf T Short Duration M (CGSM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Cre U S Reit Etf (USRT)

View all positions for Integrated Wealthcare

Top funds holding Dimensional Etf Trust

Mercer Global Advisors
Colony
Forum Financial Management
LPL Financial
Apella Capital
Envestnet Asset Management
Buckingham Strategic Partners
Rockwood Wealth Management
Plan
SJS Investment Consulting
Commonwealth Equity Services
Geometric Wealth Advisors
Savant Capital Management
Sontag Advisory
Greenspring Advisors

View all funds holding Dimensional Etf Trust