Back to IW Integrated Wealth Concepts LLC

DFARDFAR
Showing 8 of 15 quarters

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

Integrated Wealth Concepts LLC holds 153,121 shares of DFAR (DIMENSIONAL ETF TRUST), worth $4M as of 2026-Q2. The position was increased (+2.5% shares). DFAR represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$4M

Current Shares

153,121

Total Value Change

+$288,452

Total Shares Change

+8,145

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
153,121
+2.5%
$4M0.0%$25.84
27
2026-Q1
Increased
149,329
+31.3%
$3.5M0.0%$23.24
34
2025-Q4
Decreased
113,720
-20.7%
$2.6M0.0%$22.46
0
2025-Q3
Increased
143,324
+7.8%
$3.4M0.0%$23.01
29
2025-Q2
Increased
132,994
+0.9%
$3.1M0.0%$22.50
27
2025-Q1
Decreased
131,780
-0.3%
$3.1M0.0%$22.66
0
2024-Q4
Decreased
132,240
-8.8%
$3.1M0.0%$22.17
0
2024-Q3
Decreased
144,976
-0.0%
$3.7M0.0%$24.07
0

Other major holders of DFAR: DIMENSIONAL FUND ADVISORS LP, Focus Partners Wealth

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used