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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

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

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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
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