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Position history for IWIntegrated Wealth Concepts LLC's holdings in DIMENSIONAL ETF TRUST

Integrated Wealth Concepts LLC holds 3.2M shares of DFAC (DIMENSIONAL ETF TRUST), worth $140.3M as of 2026-Q2. The position was increased (+0.7% shares). DFAC represents 0.9% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$140.3M

Current Shares

3.2M

Total Value Change

+$33.6M

Total Shares Change

+49,945

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
3.2M
+0.7%
$140.3M0.9%$44.27
43
2026-Q1
Increased
3.1M
+22.8%
$122.1M1.0%$38.68
51
2025-Q4
Decreased
2.6M
-16.4%
$101.3M1.2%$39.31
0
2025-Q3
Decreased
3.1M
-0.3%
$118.1M1.1%$38.21
0
2025-Q2
Increased
3.1M
+2.9%
$110.1M1.1%$35.41
49
2025-Q1
Increased
3M
+0.4%
$98.5M1.1%$32.49
47
2024-Q4
Decreased
3M
-4.5%
$102.9M1.2%$33.99
0
2024-Q3
Increased
3.1M
+1.8%
$106.8M1.3%$33.60
48

Other major holders of DFAC: MERCER GLOBAL ADVISORS INC /ADV, Cerity Partners LLC

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