Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFAX) 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 | $10M | 382k | 27.01 |
| 2024-06-30 | $9.8M | 385k | 25.42 |
| 2024-03-31 | $10M | 402k | 25.44 |
| 2023-09-30 | $8.7M | 388k | 22.52 |
| 2023-06-30 | $8.9M | 381k | 23.31 |
| 2023-03-31 | $8.8M | 381k | 23.06 |
| 2022-12-31 | $6.6M | 306k | 21.60 |
| 2022-09-30 | $4.4M | 231k | 18.89 |
| 2022-06-30 | $4.7M | 219k | 21.44 |
| 2021-12-31 | $4.8M | 183k | 26.11 |
| 2021-09-30 | $4.2M | 164k | 25.88 |
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