Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History

Integrated Wealth Concepts LLC

  • $8.16 Billion
  • Q4 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 89,170 shares of DFSV stock, worth $2.68 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
89,170
Previous 88,970 0.22%
Holding current value
$2.68 Million
Previous $2.74 Million 0.15%
% of portfolio
0.03%
Previous 0.03%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$30.18 - $33.87 $6,036 - $6,773
200 Added 0.22%
89,170 $2.74 Million
Q3 2024

Nov 14, 2024
BUY
$28.25 - $31.7 $1,017 - $1,141
36 Added 0.04%
88,970 $2.74 Million
Q2 2024

Aug 14, 2024
BUY
$27.81 - $30.13 $9,761 - $10,575
351 Added 0.4%
88,934 $2.56 Million
Q1 2024

May 15, 2024
BUY
$27.45 - $30.1 $4,501 - $4,936
164 Added 0.19%
88,583 $2.67 Million
Q4 2023

Feb 13, 2024
BUY
$23.61 - $29.53 $2.09 Million - $2.61 Million
88,419 New
88,419 $2.57 Million

Others Institutions Holding DFSV

# of Institutions
414
Shares Held
109M
Call Options Held
600
Put Options Held
8.2K
View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

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