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DFEMDFEM
Showing 8 of 9 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in DIMENSIONAL EMRG MRKT CORE

Integrated Wealth Concepts LLC holds 590,374 shares of DFEM (DIMENSIONAL EMRG MRKT CORE), worth $24M as of 2026-Q2. The position was increased (+119.6% shares). DFEM represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$24M

Current Shares

590,374

Total Value Change

+$23.3M

Total Shares Change

+564,475

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
590,374
+119.6%
$24M0.1%$40.64
55
2026-Q1
Increased
268,823
+0.2%
$9.3M0.1%$35.46
28
2025-Q4
Increased
268,331
+2.3%
$8.9M0.1%$33.16
34
2025-Q3
Increased
262,185
+64.2%
$8.4M0.1%$31.79
40
2025-Q2
Increased
159,722
+18.2%
$4.7M0.0%$29.16
32
2025-Q1
Increased
135,081
+9.2%
$3.6M0.0%$25.99
29
2024-Q4
Increased
123,698
+377.6%
$3.2M0.0%$25.54
43
2024-Q3
Increased
25,899
+15.5%
$729,0710.0%$27.55
28

Other major holders of DFEM: Corient Private Wealth LP, Focus Partners Wealth

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