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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

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
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