Integrated Wealth Concepts’s Dimensional World Equity ETF DFAW Stock Holding History

Integrated Wealth Concepts’s Portfolio DFAW Stock Details DFAW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$35.2K	Buy	+425	New	+$34.3K	﹤0.01%	3646

Other funds holding DFAW

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.12B AUM 20.18% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Integrated Wealth Concepts's DFAW Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Dimensional World Equity ETF (DFAW) in Q2 2026: 425 shares worth $35.2K. The stake represents ﹤0.01% of the portfolio and ranks #3646 among its holdings.

212 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Integrated Wealth Concepts held 425 shares of Dimensional World Equity ETF worth $35.2K as of Q2 2026.
Dimensional World Equity ETF was a new Integrated Wealth Concepts position in Q2 2026.
Dimensional World Equity ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3646 holding.
212 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.