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DFCADFCA
4 quarters

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

Integrated Wealth Concepts LLC holds 53,670 shares of DFCA (DIMENSIONAL ETF TRUST), worth $2.7M as of 2026-Q2. The position was increased (+4.4% shares). DFCA represents 0.0% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$2.7M

Current Shares

53,670

Total Value Change

+$415,859

Total Shares Change

+7,964

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
53,670
+4.4%
$2.7M0.0%$49.96
27
2026-Q1
New
51,394
-
$2.6M0.0%$49.31
36
2025-Q4
Exited
0
-100.0%
$00.0%$49.27
0
2025-Q3
New
45,706
-
$2.3M0.0%$48.60
36

Other major holders of DFCA: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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