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DFGPDFGP
4 quarters

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

Yes. Integrated Wealth Concepts holds 297,299 shares of DFGP, worth $16.2M, as of its Q2 2026 13F filing. It increased the position by 9,625 shares (+3.4%) from Q1 2026. Integrated Wealth Concepts has held DFGP since Q3 2025, across 4 quarterly 13F filings. DFGP is 0.1% of Integrated Wealth Concepts' reported 13F portfolio.

Current Value

$16.2M

Current Shares

297,299

Total Value Change

+$1.2M

Total Shares Change

+27,017

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
297,299
+3.4%
$16.2M0.1%$53.88
35
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

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