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DUHPDUHP
14 quarters

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

Integrated Wealth Concepts LLC holds 897,545 shares of DUHP (DIMENSIONAL ETF TRUST), worth $37.5M as of 2026-Q2. The position was increased (+68.8% shares). DUHP represents 0.2% of Integrated Wealth Concepts LLC's portfolio.

Current Value

$37.5M

Current Shares

897,545

Total Value Change

+$34.4M

Total Shares Change

+775,718

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
897,545
+68.8%
$37.5M0.2%$41.73
51
2026-Q1
Increased
531,559
+37.6%
$19.5M0.2%$38.87
44
2025-Q4
Decreased
386,423
-22.1%
$14.7M0.2%$38.31
0
2025-Q3
Increased
496,064
+1.0%
$18.7M0.2%$37.44
34
2025-Q2
Increased
491,194
+2.8%
$17.5M0.2%$35.11
35
2025-Q1
Increased
477,970
+0.6%
$15.8M0.2%$32.56
34
2024-Q4
Increased
475,305
+281.9%
$16.1M0.2%$33.43
54
2024-Q3
Decreased
124,455
-0.4%
$4.2M0.1%$33.49
0
2024-Q2
Increased
124,995
+0.3%
$4M0.1%$31.46
27
2024-Q1
Increased
124,602
+2.8%
$3.9M0.1%$30.99
27
2023-Q4
Decreased
121,180
-1.4%
$3.5M0.1%$27.98
0
2023-Q3
Increased
122,847
+0.5%
$3.2M0.1%$25.00
26
2023-Q2
Increased
122,259
+0.3%
$3.2M0.1%$25.44
26
2023-Q1
New
121,827
-
$3.1M0.1%$23.93
37

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

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