Position history for Integrated Wealth Concepts LLC's holdings in DIMENSIONAL ETF TRUST
Integrated Wealth Concepts LLC holds 3.1M shares of DFAC (DIMENSIONAL ETF TRUST), worth $122.1M as of 2026-Q1. The position was increased (+22.8% shares). DFAC represents 1.0% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$122.1M
Current Shares
3.1M
Total Value Change
+$23.5M
Total Shares Change
+82,781
Other major holders of DFAC: Kestra Advisory Services, LLC, Cerity Partners LLC, MERCER GLOBAL ADVISORS INC /ADV
Increased |
| 3.1M |
+22.8% |
| $122.1M |
| 1.0% |
| $40.59 |
51 |
| 2025-Q4 | Decreased | 2.6M | -16.4% | $101.3M | 1.2% | $39.91 | 0 |
| 2025-Q3 | Decreased | 3.1M | -0.3% | $118.1M | 1.1% | $38.40 | 0 |
| 2025-Q2 | Increased | 3.1M | +2.9% | $110.1M | 1.1% | $35.52 | 49 |
| 2025-Q1 | Increased | 3M | +0.4% | $98.5M | 1.1% | $32.54 | 47 |
| 2024-Q4 | Decreased | 3M | -4.5% | $102.9M | 1.2% | $34.28 | 0 |
| 2024-Q3 | Increased | 3.1M | +1.8% | $106.8M | 1.3% | $33.74 | 48 |
| 2024-Q2 | Increased | 3.1M | +27.4% | $98.6M | 1.3% | $31.72 | 59 |