Ownership history in Integrated Wealth Concepts LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Integrated Wealth Concepts LLC reported a position in DIMENSIONAL ETF TRUST (DFSV). 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 90,369 | +90 | +0.1% | 0.03% | $2.9M | $31.71 |
| 2025 Q2 | ADDED | 90,279 | +276 | +0.3% | 0.03% | $2.7M | $29.18 |
| 2025 Q1 | ADDED | 90,003 | +833 | +0.9% | 0.03% | $2.5M | $27.78 |
| 2024 Q4 | ADDED | 89,170 | +200 | +0.2% | 0.03% | $2.7M | $30.29 |
| 2024 Q3 | ADDED | 88,970 | +36 | +0.0% | 0.03% | $2.7M | $30.18 |
| 2024 Q2 | ADDED | 88,934 | +351 | +0.4% | 0.03% | $2.6M | $28.11 |
| 2024 Q1 | ADDED | 88,583 | +164 | +0.2% | 0.04% | $2.7M | $29.28 |
| 2023 Q4 | INITIATED | 88,419 | — | — | 0.04% | $2.6M | — |
As of 2025 Q4 — sorted by position size