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DFUVDFUV
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Position history for IWIntegrated Wealth Concepts LLC's holdings in DIMENSIONAL US MARKETWIDE VA

Integrated Wealth Concepts LLC holds 1.4M shares of DFUV (DIMENSIONAL US MARKETWIDE VA), worth $76.3M as of 2026-Q2. The position was increased (+82.8% shares). DFUV represents 0.4% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$76.3M

Current Shares

1.4M

Total Value Change

+$35.5M

Total Shares Change

+407,637

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+82.8%
$76.3M0.4%$55.01
55
2026-Q1
Increased
759,047
+15.3%
$36.8M0.3%$49.86
40
2025-Q4
Decreased
658,113
-7.7%
$30.7M0.4%$46.93
0
2025-Q3
Increased
713,055
+0.8%
$31.9M0.3%$44.45
35
2025-Q2
Increased
707,556
+0.9%
$29.9M0.3%$41.82
35
2025-Q1
Increased
701,284
+0.5%
$28.9M0.3%$40.39
34
2024-Q4
Decreased
697,844
-28.8%
$28.6M0.3%$40.11
0
2024-Q3
Increased
980,262
+1.1%
$40.9M0.5%$40.73
35

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

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