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

Integrated Wealth Concepts LLC holds 770,681 shares of DFUV (DIMENSIONAL ETF TRUST), worth $42.4M as of 2026-Q2. The position was increased (+1.5% shares). DFUV represents 0.3% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$42.4M

Current Shares

770,681

Total Value Change

+$1.5M

Total Shares Change

-209,581

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
770,681
+1.5%
$42.4M0.3%$54.81
35
2026-Q1
Increased
759,047
+15.3%
$36.8M0.3%$48.12
40
2025-Q4
Decreased
658,113
-7.7%
$30.7M0.4%$46.09
0
2025-Q3
Increased
713,055
+0.8%
$31.9M0.3%$44.06
35
2025-Q2
Increased
707,556
+0.9%
$29.9M0.3%$41.50
35
2025-Q1
Increased
701,284
+0.5%
$28.9M0.3%$40.26
34
2024-Q4
Decreased
697,844
-28.8%
$28.6M0.3%$39.81
0
2024-Q3
Increased
980,262
+1.1%
$40.9M0.5%$40.40
35

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

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