Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DFUS) 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 | $4.3M | 60k | 72.44 |
| 2025-06-30 | $3.9M | 58k | 67.02 |
| 2025-03-31 | $3.4M | 57k | 60.48 |
| 2024-12-31 | $3.5M | 55k | 63.75 |
| 2024-09-30 | $3.8M | 61k | 62.20 |
| 2024-06-30 | $3.2M | 54k | 58.85 |
| 2024-03-31 | $3.0M | 53k | 56.98 |
| 2023-09-30 | $2.5M | 54k | 46.55 |
| 2023-06-30 | $2.8M | 58k | 48.16 |
| 2023-03-31 | $2.8M | 64k | 44.43 |
| 2022-12-31 | $2.1M | 50k | 41.61 |
| 2022-09-30 | $1.9M | 49k | 38.83 |
| 2022-06-30 | $2.0M | 49k | 40.75 |
| 2021-12-31 | $2.6M | 51k | 51.70 |
| 2021-09-30 | $2.4M | 51k | 47.16 |
| 2021-06-30 | $2.4M | 50k | 47.12 |
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