Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

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 671,017 shares of DFIC stock, worth $22.4 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
671,017
Previous 409,720 63.77%
Holding current value
$22.4 Million
Previous $12.7 Million 72.73%
% of portfolio
0.22%
Previous 0.14%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
BUY
$30.76 - $33.01 $8.04 Million - $8.63 Million
261,297 Added 63.77%
671,017 $22 Million
Q2 2025

Aug 14, 2025
BUY
$24.94 - $31.15 $705,353 - $880,984
28,282 Added 7.41%
409,720 $12.7 Million
Q1 2025

May 15, 2025
BUY
$25.54 - $28.79 $501,477 - $565,291
19,635 Added 5.43%
381,438 $10.6 Million
Q4 2024

Feb 14, 2025
BUY
$25.61 - $28.0 $6.43 Million - $7.03 Million
251,115 Added 226.87%
361,803 $9.35 Million
Q3 2024

Nov 14, 2024
BUY
$25.36 - $28.37 $216,168 - $241,825
8,524 Added 8.34%
110,688 $3.11 Million
Q2 2024

Aug 14, 2024
BUY
$25.73 - $27.44 $1.28 Million - $1.37 Million
49,809 Added 95.14%
102,164 $2.69 Million
Q1 2024

May 15, 2024
SELL
$24.62 - $26.83 $19,277 - $21,007
-783 Reduced 1.47%
52,355 $1.4 Million
Q4 2023

Feb 13, 2024
BUY
$22.18 - $25.58 $7,053 - $8,134
318 Added 0.6%
53,138 $1.36 Million
Q3 2023

Nov 15, 2023
SELL
$23.25 - $25.17 $1,674 - $1,812
-72 Reduced 0.14%
52,820 $1.23 Million
Q2 2023

Aug 15, 2023
BUY
$23.45 - $24.88 $58,953 - $62,548
2,514 Added 4.99%
52,892 $1.28 Million
Q1 2023

May 03, 2023
BUY
$22.5 - $24.64 $1.13 Million - $1.24 Million
50,378 New
50,378 $1.21 Million

Others Institutions Holding DFIC

# of Institutions
526
Shares Held
282M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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