Integrated Wealth Concepts LLC Dimensional ETF Tr Core Fxd In Transaction History

Integrated Wealth Concepts LLC

  • $8.03 Billion
  • Q1 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Core Fxd In stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 499,558 shares of DFCF stock, worth $20.8 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
499,558
Previous 492,167 1.5%
Holding current value
$20.8 Million
Previous $20.4 Million 3.22%
% of portfolio
0.26%
Previous 0.25%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$40.79 - $42.32 $301,478 - $312,787
7,391 Added 1.5%
499,558 $21 Million
Q4 2024

Feb 14, 2025
BUY
$41.17 - $43.34 $3.85 Million - $4.05 Million
93,502 Added 23.45%
492,167 $20.4 Million
Q3 2024

Nov 14, 2024
BUY
$41.34 - $43.55 $281,856 - $296,923
6,818 Added 1.74%
398,665 $17.2 Million
Q2 2024

Aug 14, 2024
SELL
$40.79 - $41.97 $11.9 Million - $12.3 Million
-292,200 Reduced 42.72%
391,847 $16.3 Million
Q1 2024

May 15, 2024
BUY
$41.54 - $42.6 $1.96 Million - $2.01 Million
47,157 Added 7.4%
684,047 $28.7 Million
Q4 2023

Feb 13, 2024
SELL
$39.52 - $42.54 $371,922 - $400,343
-9,411 Reduced 1.46%
636,890 $27 Million
Q3 2023

Nov 15, 2023
BUY
$40.3 - $42.05 $880,393 - $918,624
21,846 Added 3.5%
646,301 $26.1 Million
Q2 2023

Aug 15, 2023
BUY
$41.55 - $42.94 $1.13 Million - $1.17 Million
27,246 Added 4.56%
624,455 $26.1 Million
Q1 2023

May 03, 2023
BUY
$41.26 - $43.27 $23.7 Million - $24.8 Million
573,920 Added 2464.34%
597,209 $25.4 Million
Q4 2022

Feb 13, 2023
BUY
$39.82 - $42.74 $927,367 - $995,371
23,289 New
23,289 $967,000

Others Institutions Holding DFCF

# of Institutions
427
Shares Held
113M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR CORE FXD IN

DFCF Quotes by TradingView
  • Ticker DFCF
  • Sector ETFs
  • Industry ETFs
More about DFCF
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