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Position history for IWIntegrated Wealth Concepts LLC's holdings in DIMENSIONAL US CORE EQUITY 2

Integrated Wealth Concepts LLC holds 5.5M shares of DFAC (DIMENSIONAL US CORE EQUITY 2), worth $245.6M as of 2026-Q2. The position was increased (+76.2% shares). DFAC represents 1.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$245.6M

Current Shares

5.5M

Total Value Change

+$138.8M

Total Shares Change

+2.4M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
5.5M
+76.2%
$245.6M1.2%$44.36
73
2026-Q1
Increased
3.1M
+22.8%
$122.1M1.0%$40.59
51
2025-Q4
Decreased
2.6M
-16.4%
$101.3M1.2%$39.91
0
2025-Q3
Decreased
3.1M
-0.3%
$118.1M1.1%$38.40
0
2025-Q2
Increased
3.1M
+2.9%
$110.1M1.1%$35.52
49
2025-Q1
Increased
3M
+0.4%
$98.5M1.1%$32.54
47
2024-Q4
Decreased
3M
-4.5%
$102.9M1.2%$34.28
0
2024-Q3
Increased
3.1M
+1.8%
$106.8M1.3%$33.74
48

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

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