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DISV3 quarters
Position history for IWIntegrated Wealth Concepts LLC's holdings in DIMENSIONAL ETF TRUST
Integrated Wealth Concepts LLC holds 1.4M shares of DISV (DIMENSIONAL ETF TRUST), worth $56.7M as of 2026-Q2. The position was increased (+102.6% shares). DISV represents 0.3% of Integrated Wealth Concepts LLC's portfolio.
Current Value
$56.7M
Current Shares
1.4M
Total Value Change
+$32.6M
Total Shares Change
+777,852
Quarter-by-Quarter History
Other major holders of DISV: Focus Partners Wealth