Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFEM) 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 |
|---|---|---|---|
| 2025-12-31 | $8.9M | 268k | 33.08 |
| 2025-09-30 | $8.4M | 262k | 32.07 |
| 2025-06-30 | $4.7M | 160k | 29.68 |
| 2025-03-31 | $3.6M | 135k | 26.46 |
| 2024-12-31 | $3.2M | 124k | 26.19 |
| 2024-09-30 | $729k | 26k | 28.15 |
| 2024-06-30 | $599k | 22k | 26.73 |
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