Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAU) 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 |
|---|---|---|---|
| 2024-09-30 | $7.7M | 194k | 39.69 |
| 2024-06-30 | $7.3M | 194k | 37.49 |
| 2024-03-31 | $8.7M | 238k | 36.54 |
| 2023-09-30 | $7.0M | 235k | 29.95 |
| 2023-06-30 | $7.3M | 234k | 30.99 |
| 2023-03-31 | $7.0M | 243k | 28.77 |
| 2022-12-31 | $3.1M | 114k | 27.02 |
| 2022-09-30 | $370k | 15k | 25.15 |
| 2022-06-30 | $443k | 17k | 26.41 |
| 2022-03-31 | $520k | 17k | 31.54 |
| 2021-12-31 | $398k | 12k | 32.98 |
| 2021-09-30 | $319k | 11k | 30.14 |
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