Integrated Wealth Concepts »

Dimensional Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Dimensional Etf Trust (DFEV) 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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dimensional Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $272k 9.6k 28.46
2024-06-30 $260k 9.5k 27.50
2024-03-31 $218k 8.4k 25.96

More positions owned by Integrated Wealth Concepts

Ishares Msci MF Closed and MF Open (QUAL)
Bny Mellon MF Closed and MF Open (BKLC)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (IVV)
Etf Aptus MF Closed and MF Open (ACIO)
Nvidia Corp Common Stock (NVDA)
Microsoft Corp Common Stock (MSFT)
Dimensional Us MF Closed and MF Open (DFAC)
Spdr Portfolio MF Closed and MF Open (SPLG)
Etf Ser MF Closed and MF Open (DRSK)
SPDR S&P MF Closed and MF Open (SPY)
Blackrock U S MF Closed and MF Open (DYNF)
Invesco Qqq MF Closed and MF Open (QQQ)
Goldman Sachs MF Closed and MF Open (GSEW)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)

View all positions for Integrated Wealth Concepts

Top funds holding Dimensional Etf Trust

Asset Dedication
Comprehensive Portfolio Management
HighTower Advisors
True Wealth Design
Marquette Asset Management
Beacon Pointe Advisors
Raymond James Financial Services Advisors
Sensible Money
Evanson Asset Management
Janney Montgomery Scott
Eqis Capital Management
Burns Wealth Management
Family Investment Center
Opes Wealth Management
Graves-Light Private Wealth Management

View all funds holding Dimensional Etf Trust