Dimensional Etf Trust shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Dimensional Etf Trust (DUHP) 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 | $19M | 496k | 37.77 |
| 2025-06-30 | $18M | 491k | 35.56 |
| 2025-03-31 | $16M | 478k | 33.14 |
| 2024-12-31 | $16M | 475k | 33.79 |
| 2024-09-30 | $4.2M | 125k | 34.07 |
| 2024-06-30 | $4.0M | 125k | 31.99 |
| 2024-03-31 | $3.9M | 125k | 31.61 |
| 2023-09-30 | $3.2M | 123k | 25.69 |
| 2023-06-30 | $3.2M | 122k | 26.54 |
| 2023-03-31 | $3.1M | 122k | 25.14 |
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