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 62,877 shares of DIHP stock, worth $1.96 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
62,877
Previous 59,581
5.53%
Holding current value
$1.96 Million
Previous $1.76 Million
8.71%
% of portfolio
0.02%
Previous 0.02%
Shares
11 transactions
Others Institutions Holding DIHP
# of Institutions
318Shares Held
136MCall Options Held
0Put Options Held
0-
Mercer Global Advisors Inc Denver, CO28.4MShares$884 Million1.47% of portfolio
-
Savant Capital, LLC25.4MShares$791 Million4.33% of portfolio
-
Vista Wealth Management Group, LLC6.46MShares$201 Million11.85% of portfolio
-
Forum Financial Management, LP Lombard, IL6.22MShares$193 Million2.94% of portfolio
-
Sequoia Financial Advisors, LLC4.88MShares$152 Million1.01% of portfolio