Integrated Wealth Concepts LLC Dimensional ETF Tr Short Durat Transaction History

Integrated Wealth Concepts LLC

  • $10.1 Billion
  • Q3 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Dimensional ETF Tr Short Durat stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 243,524 shares of DFSD stock, worth $11.7 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
243,524
Previous 375,453 35.14%
Holding current value
$11.7 Million
Previous $18 Million 34.9%
% of portfolio
0.12%
Previous 0.2%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 14, 2025
SELL
$47.86 - $48.43 $6.31 Million - $6.39 Million
-131,929 Reduced 35.14%
243,524 $11.7 Million
Q2 2025

Aug 14, 2025
BUY
$47.09 - $48.01 $2.71 Million - $2.76 Million
57,556 Added 18.11%
375,453 $18 Million
Q1 2025

May 15, 2025
BUY
$46.74 - $47.55 $1.19 Million - $1.21 Million
25,527 Added 8.73%
317,897 $15.1 Million
Q4 2024

Feb 14, 2025
BUY
$46.75 - $47.8 $3.17 Million - $3.24 Million
67,798 Added 30.19%
292,370 $13.7 Million
Q3 2024

Nov 14, 2024
BUY
$47.0 - $47.84 $148,191 - $150,839
3,153 Added 1.42%
224,572 $10.7 Million
Q2 2024

Aug 14, 2024
BUY
$46.64 - $47.15 $7.84 Million - $7.93 Million
168,135 Added 315.55%
221,419 $10.4 Million
Q1 2024

May 15, 2024
BUY
$46.78 - $47.19 $435,802 - $439,622
9,316 Added 21.19%
53,284 $2.51 Million
Q4 2023

Feb 13, 2024
BUY
$46.16 - $47.09 $5,308 - $5,415
115 Added 0.26%
43,968 $2.07 Million
Q3 2023

Nov 15, 2023
BUY
$46.24 - $46.65 $169,885 - $171,392
3,674 Added 9.14%
43,853 $2.03 Million
Q2 2023

Aug 15, 2023
BUY
$46.28 - $46.83 $77,519 - $78,440
1,675 Added 4.35%
40,179 $1.86 Million
Q1 2023

May 03, 2023
BUY
$46.1 - $46.75 $697,308 - $707,140
15,126 Added 64.7%
38,504 $1.8 Million
Q4 2022

Feb 13, 2023
BUY
$45.19 - $46.47 $1.06 Million - $1.09 Million
23,378 New
23,378 $1.08 Million

Others Institutions Holding DFSD

# of Institutions
388
Shares Held
84.7M
Call Options Held
0
Put Options Held
0
View Full List

About DIMENSIONAL ETF TR SHORT DURAT

DFSD Quotes by TradingView
  • Ticker DFSD
  • Sector ETFs
  • Industry ETFs
More about DFSD
Track This Portfolio

Track Integrated Wealth Concepts LLC Portfolio

Follow Integrated Wealth Concepts LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Integrated Wealth Concepts LLC, based on Form 13F filings with the SEC.

News

Stay updated on Integrated Wealth Concepts LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email