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
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
Download as csv
Download as Excel
Quarterly reported holdings in Dimensional Etf Trust by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |
More positions owned by Integrated Wealth Concepts
View all positions for Integrated Wealth Concepts