Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History

Integrated Wealth Concepts LLC

  • $7.83 Billion
  • Q3 2024

A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Dimensional stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 144,976 shares of DFAR stock, worth $3.63 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
144,976
Previous 145,011 0.02%
Holding current value
$3.63 Million
Previous $3.2 Million 16.01%
% of portfolio
0.05%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$21.91 - $26.03 $766 - $911
-35 Reduced 0.02%
144,976 $3.72 Million
Q2 2024

Aug 14, 2024
SELL
$20.41 - $22.23 $7.28 Million - $7.93 Million
-356,592 Reduced 71.09%
145,011 $3.2 Million
Q1 2024

May 15, 2024
BUY
$21.28 - $22.96 $69,032 - $74,482
3,244 Added 0.65%
501,603 $11.2 Million
Q4 2023

Feb 13, 2024
SELL
$18.45 - $23.08 $108,873 - $136,195
-5,901 Reduced 1.17%
498,359 $11.3 Million
Q3 2023

Nov 15, 2023
BUY
$19.26 - $22.35 $146,915 - $170,485
7,628 Added 1.54%
504,260 $9.84 Million
Q2 2023

Aug 15, 2023
BUY
$20.22 - $21.63 $435,842 - $466,234
21,555 Added 4.54%
496,632 $10.7 Million
Q1 2023

May 03, 2023
BUY
$19.83 - $23.92 $9.23 Million - $11.1 Million
465,545 Added 4884.02%
475,077 $10.2 Million
Q4 2022

Feb 13, 2023
BUY
$19.45 - $22.52 $185,397 - $214,660
9,532 New
9,532 $202,000

Others Institutions Holding DFAR

# of Institutions
218
Shares Held
35.5M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

DFAR Quotes by TradingView
  • Ticker DFAR
  • Sector ETFs
  • Industry ETFs
More about DFAR
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email