Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History
Integrated Wealth Concepts LLC
- $6.69 Billion
- Q1 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 88,583 shares of DFSV stock, worth $2.54 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
88,583
Previous 88,419
0.19%
Holding current value
$2.54 Million
Previous $2.57 Million
3.57%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding DFSV
# of Institutions
298Shares Held
72.6MCall Options Held
0Put Options Held
0-
Alaska Permanent Fund Corp Juneau, AK8.21MShares$235 Million3.65% of portfolio
-
Jmg Financial Group, Ltd.4.66MShares$133 Million5.49% of portfolio
-
Savant Capital, LLC2.83MShares$80.9 Million0.98% of portfolio
-
Ep Wealth Advisors, LLC Torrance, CA2.67MShares$76.3 Million0.95% of portfolio
-
Ci Private Wealth, LLC Miami, FL2.21MShares$63.2 Million0.1% of portfolio