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DFGPDFGP
4 quarters

Position history for IWIntegrated Wealth Concepts LLC's holdings in DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF

Integrated Wealth Concepts LLC holds 554,217 shares of DFGP (DIMENSIONAL GLOBAL CORE PLUS FIXED INCOME ETF), worth $30.2M as of 2026-Q2. The position was increased (+92.7% shares). DFGP represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$30.2M

Current Shares

554,217

Total Value Change

+$15.2M

Total Shares Change

+283,935

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
554,217
+92.7%
$30.2M0.1%$53.88
55
2026-Q1
Increased
287,674
+2.4%
$15.5M0.1%$52.81
34
2025-Q4
Increased
280,920
+3.9%
$15.2M0.2%$52.89
35
2025-Q3
New
270,282
-
$15M0.1%$52.63
47

Other major holders of DFGP: Beacon Pointe Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, BANK OF AMERICA CORP /DE/

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