Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFIV) 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 |
|---|---|---|---|
| 2024-09-30 | $17M | 445k | 38.08 |
| 2024-06-30 | $16M | 439k | 35.94 |
| 2024-03-31 | $14M | 379k | 36.75 |
| 2023-09-30 | $12M | 380k | 32.62 |
| 2023-06-30 | $12M | 379k | 32.85 |
| 2023-03-31 | $12M | 363k | 32.23 |
| 2022-12-31 | $365k | 12k | 30.38 |
| 2022-09-30 | $308k | 12k | 25.75 |
| 2022-06-30 | $345k | 12k | 28.87 |
| 2021-12-31 | $371k | 11k | 32.84 |
| 2021-09-30 | $809k | 25k | 32.74 |
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