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

Integrated Wealth Concepts LLC holds 391,663 shares of DFNM (DIMENSIONAL ETF TRUST), worth $18.9M as of 2026-Q2. The position was increased (+91.3% shares). DFNM represents 0.1% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$18.9M

Current Shares

391,663

Total Value Change

+$9.5M

Total Shares Change

+198,310

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
391,663
+91.3%
$18.9M0.1%$48.11
45
2026-Q1
Increased
204,700
+7.4%
$9.8M0.1%$47.37
30
2025-Q4
Increased
190,663
+1.6%
$9.2M0.1%$47.33
33
2025-Q3
Increased
187,606
+0.8%
$9M0.1%$46.71
28
2025-Q2
Decreased
186,045
-5.3%
$8.8M0.1%$45.84
0
2025-Q1
Decreased
196,429
-1.6%
$9.3M0.1%$45.63
0
2024-Q4
Increased
199,593
+3.2%
$9.5M0.1%$45.57
34
2024-Q3
Increased
193,353
+5.2%
$9.4M0.1%$45.87
35

Other major holders of DFNM: Focus Partners Wealth

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