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 88,970 shares of DFSV stock, worth $2.75 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
88,970
Previous 88,934 0.04%
Holding current value
$2.75 Million
Previous $2.56 Million 7.07%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$28.25 - $31.7 $1,017 - $1,141
36 Added 0.04%
88,970 $2.74 Million
Q2 2024

Aug 14, 2024

BUY
$27.81 - $30.13 $9,761 - $10,575
351 Added 0.4%
88,934 $2.56 Million
Q1 2024

May 15, 2024

BUY
$27.45 - $30.1 $4,501 - $4,936
164 Added 0.19%
88,583 $2.67 Million
Q4 2023

Feb 13, 2024

BUY
$23.61 - $29.53 $2.09 Million - $2.61 Million
88,419 New
88,419 $2.57 Million

Others Institutions Holding DFSV

About DIMENSIONAL ETF TR DIMENSIONAL


  • Ticker DFSV
  • Sector ETFs
  • Industry ETFs
More about DFSV
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.