Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFGR) 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 | $1.0M | 37k | 27.31 |
| 2025-06-30 | $962k | 36k | 26.83 |
| 2025-03-31 | $856k | 33k | 26.26 |
| 2024-12-31 | $775k | 30k | 25.54 |
| 2024-09-30 | $597k | 21k | 28.86 |
| 2024-06-30 | $503k | 20k | 24.99 |
| 2024-03-31 | $229k | 9.0k | 25.53 |
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