Integrated Wealth Concepts LLC Dimensional ETF Tr Emerging Mk Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Emerging Mk stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 9,736 shares of DFEV stock, worth $312,428. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,736

Previous 9,659 0.8%

Holding current value

$312,428

Previous $261,000 11.49%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$23.66 - $29.99 $1,821 - $2,309	77 Added 0.8%	9,736 $291,000
Q1 2025 May 15, 2025	BUY	$25.44 - $27.95 $457 - $503	18 Added 0.19%	9,659 $261,000
Q4 2024 Feb 14, 2025	BUY	$26.16 - $29.13 $1,883 - $2,097	72 Added 0.75%	9,641 $252,000
Q3 2024 Nov 14, 2024	BUY	$25.73 - $28.81 $3,036 - $3,399	118 Added 1.25%	9,569 $272,000
Q2 2024 Aug 14, 2024	BUY	$25.39 - $27.96 $26,583 - $29,274	1,047 Added 12.46%	9,451 $259,000
Q1 2024 May 15, 2024	BUY	$23.76 - $25.97 $213 - $233	9 Added 0.11%	8,404 $218,000
Q4 2023 Feb 13, 2024	BUY	$22.6 - $25.2 $189,727 - $211,554	8,395 New	8,395 $211,000

Others Institutions Holding DFEV

# of Institutions

217

Shares Held

25.5M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR EMERGING MK

Ticker DFEV
Sector ETFs
Industry ETFs

More about DFEV

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Integrated Wealth Concepts LLC Dimensional ETF Tr Emerging Mk Transaction History