Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAR) 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 | $3.4M | 143k | 23.85 |
| 2025-06-30 | $3.1M | 133k | 23.46 |
| 2025-03-31 | $3.1M | 132k | 23.77 |
| 2024-12-31 | $3.1M | 132k | 23.27 |
| 2024-09-30 | $3.7M | 145k | 25.64 |
| 2024-06-30 | $3.2M | 145k | 22.10 |
| 2024-03-31 | $11M | 502k | 22.37 |
| 2023-09-30 | $9.8M | 504k | 19.52 |
| 2023-06-30 | $11M | 497k | 21.52 |
| 2023-03-31 | $10M | 475k | 21.49 |
| 2022-12-31 | $202k | 9.5k | 21.19 |
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