DFAC — DIMENSIONAL US

Ownership history in Integrated Wealth Concepts LLC  ·  19 quarters on record

This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in DIMENSIONAL US (DFAC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.69% (2021 Q4)
Avg. % of fund
1.17%
First filed
2021 Q2
Last filed
2025 Q4
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,558,844 -503,620 -16.4% 1.20% $101.3M $39.59
2025 Q3 REDUCED 3,062,464 -8,282 -0.3% 1.06% $118.1M $38.48
2025 Q2 ADDED 3,070,746 +86,211 +2.9% 1.10% $110.1M $35.66
2025 Q1 ADDED 2,984,535 +10,905 +0.4% 1.15% $98.5M $32.72
15 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    DFAC price (monthly, adj. close)

Other funds also holding DFAC

As of 2025 Q4 — sorted by position size

Onyx Financial Advisors, LLC 3Y 60.88% CAPSTONE CAPITAL LLC 46.7% SJS Investment Consulting Inc. 3Y 45.64% Warburton Capital Management, LLC 45.47% BCU Wealth Advisors, LLC 44.02% Geometric Wealth Advisors 3Y 43.65% ANDREWS, LUCIA WEALTH MANAGEMENT LLC 3Y 43.51% Chico Wealth RIA 3Y 43.44% Monument Group Wealth Advisors, LLC 42.47% Shearwater Capital LLC 3Y 38.46%
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