Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFSD) 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 | $12M | 244k | 48.19 |
| 2025-06-30 | $18M | 376k | 48.01 |
| 2025-03-31 | $15M | 318k | 47.52 |
| 2024-12-31 | $14M | 292k | 46.88 |
| 2024-09-30 | $11M | 225k | 47.74 |
| 2024-06-30 | $10M | 221k | 47.00 |
| 2024-03-31 | $2.5M | 53k | 47.04 |
| 2023-09-30 | $2.0M | 44k | 46.38 |
| 2023-06-30 | $1.9M | 40k | 46.35 |
| 2023-03-31 | $1.8M | 39k | 46.67 |
| 2022-12-31 | $1.1M | 23k | 46.11 |
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