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Dimensional Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Dimensional Etf Trust (DFSV) 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
2025-09-30 $2.9M 90k 31.84
2025-06-30 $2.7M 90k 29.43
2025-03-31 $2.5M 90k 28.15
2024-12-31 $2.7M 89k 30.78
2024-09-30 $2.7M 89k 30.80
2024-06-30 $2.6M 89k 28.78
2024-03-31 $2.7M 89k 30.10

More positions owned by Integrated Wealth Concepts

Bny Mellon MF Closed and MF Open (BKLC)
Aptus Collared MF Closed and MF Open (ACIO)
Apple Common Stock (AAPL)
Nvidia Corp Common Stock (NVDA)
Ishares Core MF Closed and MF Open (IVV)
Aptus Defined MF Closed and MF Open (DRSK)
Ishares Msci MF Closed and MF Open (QUAL)
Microsoft Corp Common Stock (MSFT)
SPDR S&P MF Closed and MF Open (SPY)
Jpmorgan Betabuilders MF Closed and MF Open (BBIN)
Dimensional Us MF Closed and MF Open (DFAC)
Goldman Sachs MF Closed and MF Open (GSEW)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Spdr Portfolio MF Closed and MF Open (SPYG)

View all positions for Integrated Wealth Concepts

Top funds holding Dimensional Etf Trust

Savant Capital Management
Mather Group
JMG Financial Group
CI Private Wealth
Colony
HPM Partners
Comprehensive Portfolio Management
Pathstone Holdings
Modera Wealth Management
Index Fund Advisors
Coldstream Capital Management
Cetera Investment Advisers
Envestnet Asset Management
Creative Planning
Arista Wealth Management

View all funds holding Dimensional Etf Trust