Integrated Wealth Concepts LLC Dimensional ETF Tr U S Equity Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr U S Equity stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 57,767 shares of DFUS stock, worth $4.29 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
57,767
Previous 56,615 2.03%
Holding current value
$4.29 Million
Previous $3.42 Million 13.05%
% of portfolio
0.04%
Previous 0.04%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
BUY
$53.65 - $67.02 $61,804 - $77,207
1,152 Added 2.03%
57,767 $3.87 Million
Q1 2025

May 15, 2025
BUY
$59.61 - $66.71 $72,724 - $81,386
1,220 Added 2.2%
56,615 $3.42 Million
Q4 2024

Feb 14, 2025
SELL
$61.52 - $66.5 $334,545 - $361,627
-5,438 Reduced 8.94%
55,395 $3.53 Million
Q3 2024

Nov 14, 2024
BUY
$56.04 - $62.2 $363,531 - $403,491
6,487 Added 11.94%
60,833 $3.78 Million
Q2 2024

Aug 14, 2024
BUY
$53.83 - $59.14 $48,716 - $53,521
905 Added 1.69%
54,346 $3.2 Million
Q1 2024

May 15, 2024
BUY
$50.79 - $56.98 $119,712 - $134,301
2,357 Added 4.61%
53,441 $3.05 Million
Q4 2023

Feb 13, 2024
SELL
$44.51 - $52.0 $127,699 - $149,188
-2,869 Reduced 5.32%
51,084 $2.65 Million
Q3 2023

Nov 15, 2023
SELL
$46.29 - $49.87 $170,995 - $184,219
-3,694 Reduced 6.41%
53,953 $2.51 Million
Q2 2023

Aug 15, 2023
SELL
$43.77 - $48.16 $256,886 - $282,651
-5,869 Reduced 9.24%
57,647 $2.78 Million
Q1 2023

May 03, 2023
BUY
$41.24 - $45.43 $574,596 - $632,976
13,933 Added 28.1%
63,516 $2.82 Million
Q4 2022

Feb 13, 2023
BUY
$38.86 - $44.32 $15,194 - $17,329
391 Added 0.79%
49,583 $2.06 Million
Q3 2022

Nov 14, 2022
SELL
$38.82 - $46.57 $7,259 - $8,708
-187 Reduced 0.38%
49,192 $1.91 Million
Q2 2022

Aug 08, 2022
BUY
$39.62 - $49.51 $1.96 Million - $2.44 Million
49,379 New
49,379 $2.01 Million
Q1 2022

May 12, 2022
SELL
$45.16 - $52.01 $2.31 Million - $2.66 Million
-51,196 Closed
0 $0
Q4 2021

Feb 15, 2022
BUY
$47.05 - $51.98 $1,223 - $1,351
26 Added 0.05%
51,196 $2.65 Million
Q3 2021

Nov 15, 2021
BUY
$46.48 - $49.7 $37,369 - $39,958
804 Added 1.6%
51,170 $2.41 Million
Q2 2021

Aug 13, 2021
BUY
$45.75 - $47.12 $2.3 Million - $2.37 Million
50,366 New
50,366 $2.37 Million

Others Institutions Holding DFUS

# of Institutions
828
Shares Held
197M
Call Options Held
3.8K
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR U S EQUITY

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