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Dimensional Etf Trust shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Dimensional Etf Trust (DEHP) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Dimensional Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Dimensional Etf Trust held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Dimensional Etf Trust by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $701k 28k 24.82
2023-09-30 $636k 28k 22.65
2023-06-30 $657k 28k 23.74
2023-03-31 $648k 27k 23.63

More positions owned by Integrated Wealth Concepts

Ishares Core MF Closed and MF Open (IVV)
Ishares Msci MF Closed and MF Open (QUAL)
Apple Common Stock (AAPL)
Bny Mellon MF Closed and MF Open (BKLC)
Microsoft Corp Common Stock (MSFT)
Spdr Portfolio MF Closed and MF Open (SPLG)
Schwab Us MF Closed and MF Open (SCHX)
Nvidia Corp Common Stock (NVDA)
Dimensional Us MF Closed and MF Open (DFAC)
Ishares Msci MF Closed and MF Open (USMV)
SPDR S&P MF Closed and MF Open (SPY)
Amazon Common Stock (AMZN)
Ishares U S MF Closed and MF Open (LRGF)
Ishares U S MF Closed and MF Open (INTF)
Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Dimensional Etf Trust

Unison Advisors
Symmetry Partner
Beacon Pointe Advisors
DiNuzzo Private Wealth
RFG Advisory
Quadcap Wealth Management
Vestmark Advisory Solutions
Jane Street
Chicago Partners Investment
Goss Wealth Management
Commonwealth Equity Services
Retirement Solution
Envestnet Asset Management
Walden Wealth Partners
Sequoia Financial Advisors

View all funds holding Dimensional Etf Trust