Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History

Integrated Wealth Concepts LLC

$9.24 Billion
Q2 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 90,279 shares of DFSV stock, worth $2.87 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

90,279

Previous 90,003 0.31%

Holding current value

$2.87 Million

Previous $2.53 Million 4.86%

% of portfolio

0.03%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$24.21 - $29.47 $6,681 - $8,133	276 Added 0.31%	90,279 $2.66 Million
Q1 2025 May 15, 2025	BUY	$27.56 - $32.1 $22,957 - $26,739	833 Added 0.93%	90,003 $2.53 Million
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

488

Shares Held

135M

Call Options Held

Put Options Held

View Full List

About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DFSV
Sector ETFs
Industry ETFs

More about DFSV

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Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History