Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAE) 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 | $5.1M | 162k | 31.53 |
| 2025-06-30 | $11M | 374k | 28.95 |
| 2025-03-31 | $9.6M | 369k | 25.89 |
| 2024-12-31 | $9.3M | 368k | 25.37 |
| 2024-09-30 | $12M | 439k | 27.41 |
| 2024-06-30 | $11M | 433k | 25.87 |
| 2024-03-31 | $28M | 1.1M | 24.72 |
| 2023-09-30 | $26M | 1.1M | 22.57 |
| 2023-06-30 | $27M | 1.1M | 23.46 |
| 2023-03-31 | $25M | 1.1M | 23.02 |
| 2022-12-31 | $605k | 28k | 21.94 |
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