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
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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 |
|---|---|---|---|
| 2025-09-30 | $2.0M | 63k | 31.89 |
| 2025-06-30 | $292k | 9.7k | 29.99 |
| 2025-03-31 | $261k | 9.7k | 27.05 |
| 2024-12-31 | $253k | 9.6k | 26.21 |
| 2024-09-30 | $272k | 9.6k | 28.46 |
| 2024-06-30 | $260k | 9.5k | 27.50 |
| 2024-03-31 | $218k | 8.4k | 25.96 |
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