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DFICDFIC
14 quarters

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

Integrated Wealth Concepts LLC holds 1.3M shares of DFIC (DIMENSIONAL ETF TRUST), worth $47.3M as of 2026-Q2. The position was increased (+82.1% shares). DFIC represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$47.3M

Current Shares

1.3M

Total Value Change

+$46.1M

Total Shares Change

+1.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.3M
+82.1%
$47.3M0.2%$37.26
54
2026-Q1
Increased
697,299
+9.1%
$24.8M0.2%$36.76
37
2025-Q4
Decreased
639,384
-4.7%
$22M0.3%$34.63
0
2025-Q3
Increased
671,017
+63.8%
$22M0.2%$32.47
50
2025-Q2
Increased
409,720
+7.4%
$12.7M0.1%$30.64
36
2025-Q1
Increased
381,438
+5.4%
$10.6M0.1%$27.34
35
2024-Q4
Increased
361,803
+226.9%
$9.4M0.1%$25.10
53
2024-Q3
Increased
110,688
+8.3%
$3.1M0.0%$27.23
29
2024-Q2
Increased
102,164
+95.1%
$2.7M0.0%$25.25
42
2024-Q1
Decreased
52,355
-1.5%
$1.4M0.0%$25.33
0
2023-Q4
Increased
53,138
+0.6%
$1.4M0.0%$24.15
25
2023-Q3
Decreased
52,820
-0.1%
$1.2M0.0%$21.94
0
2023-Q2
Increased
52,892
+5.0%
$1.3M0.0%$22.37
27
2023-Q1
New
50,378
-
$1.2M0.0%$22.11
35

Other major holders of DFIC: MERCER GLOBAL ADVISORS INC /ADV

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