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 56,601 shares of DIHP stock, worth $1.57 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

56,601

Previous 48,995 15.52%

Holding current value

$1.57 Million

Previous $1.36 Million 5.23%

% of portfolio

0.02%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$25.15 - $27.57 $191,290 - $209,697	7,606 Added 15.52%	56,601 $1.43 Million
Q3 2024 Nov 14, 2024	BUY	$25.23 - $27.94 $22,379 - $24,782	887 Added 1.84%	48,995 $1.36 Million
Q2 2024 Aug 14, 2024	BUY	$25.66 - $27.34 $15,934 - $16,978	621 Added 1.31%	48,108 $1.27 Million
Q1 2024 May 15, 2024	BUY	$24.77 - $26.98 $11,939 - $13,004	482 Added 1.03%	47,487 $1.28 Million
Q4 2023 Feb 13, 2024	SELL	$22.28 - $25.74 $423 - $489	-19 Reduced 0.04%	47,005 $1.21 Million
Q3 2023 Nov 15, 2023	BUY	$23.09 - $25.15 $12,422 - $13,530	538 Added 1.16%	47,024 $1.09 Million
Q2 2023 Aug 15, 2023	BUY	$23.55 - $25.01 $8,525 - $9,053	362 Added 0.78%	46,486 $1.14 Million
Q1 2023 May 03, 2023	BUY	$22.15 - $24.29 $1.02 Million - $1.12 Million	46,124 New	46,124 $1.12 Million

Others Institutions Holding DIHP

# of Institutions

246

Shares Held

127M

Call Options Held

Put Options Held

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About DIMENSIONAL ETF TR DIMENSIONAL

Ticker DIHP
Sector ETFs
Industry ETFs

More about DIHP

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Integrated Wealth Concepts LLC Dimensional ETF Tr Dimensional Transaction History