IWC
DFUS

Integrated Wealth Concepts’s Dimensional US Equity ETF DFUS Stock Holding History

Integrated Wealth Concepts’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.24M Buy
59,744
+6,845
+13% +$507K 0.03% 481
2025
Q4 		$3.92M Sell
52,899
-6,789
-11% -$499K 0.05% 346
2025
Q3 		$4.32M Buy
59,688
+1,921
+3% +$134K 0.04% 418
2025
Q2 		$3.87M Buy
57,767
+1,152
+2% +$71.3K 0.04% 402
2025
Q1 		$3.42M Buy
56,615
+1,220
+2% +$78K 0.04% 419
2024
Q4 		$3.53M Sell
55,395
-5,438
-9% -$349K 0.04% 376
2024
Q3 		$3.78M Buy
60,833
+6,487
+12% +$388K 0.05% 351
2024
Q2 		$3.2M Buy
54,346
+905
+2% +$51.5K 0.04% 372
2024
Q1 		$3.05M Buy
53,441
+2,357
+5% +$128K 0.04% 388
2023
Q4 		$2.65M Sell
51,084
-2,869
-5% -$139K 0.04% 380
2023
Q3 		$2.51M Sell
53,953
-3,694
-6% -$179K 0.04% 378
2023
Q2 		$2.78M Sell
57,647
-5,869
-9% -$267K 0.05% 347
2023
Q1 		$2.82M Buy
63,516
+13,933
+28% +$605K 0.06% 305
2022
Q4 		$2.06M Buy
49,583
+391
+0.8% +$16.3K 0.06% 308
2022
Q3 		$1.91M Sell
49,192
-187
-0.4% -$8.04K 0.06% 299
2022
Q2 		$2.01M Buy
+49,379
New +$2.19M 0.06% 280
2022
Q1 		– Sell
-51,196
Closed -$2.65M – 969
2021
Q4 		$2.65M Buy
51,196
+26
+0.1% +$1.31K 0.08% 211
2021
Q3 		$2.41M Buy
51,170
+804
+2% +$38.9K 0.08% 214
2021
Q2 		$2.37M Buy
+50,366
New +$2.35M 0.08% 197

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.22B AUM 20.66% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Integrated Wealth Concepts's DFUS Position: Q1 2026 in Review

Integrated Wealth Concepts increased its Dimensional US Equity ETF (DFUS) stake by 13% in Q1 2026, buying an estimated $507K and bringing the position to 59,744 shares worth $4.24M. The position accounts for 0.03% of the portfolio, ranked #481.

Integrated Wealth Concepts first reported a position in DFUS in Q2 2021 and has held it in 19 quarters since. The position peaked at $4.32M in Q3 2025. 850 funds tracked by Wall St. Rank hold DFUS as of Q1 2026.

  • Integrated Wealth Concepts held 59,744 shares of Dimensional US Equity ETF worth $4.24M as of Q1 2026.
  • Integrated Wealth Concepts bought 6,845 Dimensional US Equity ETF shares in Q1 2026, an estimated $507K.
  • Dimensional US Equity ETF made up 0.03% of Integrated Wealth Concepts's portfolio in Q1 2026, its #481 holding.
  • Integrated Wealth Concepts first reported a position in Dimensional US Equity ETF in Q2 2021 and has held it in 19 quarters since.
  • Integrated Wealth Concepts's Dimensional US Equity ETF position peaked at $4.32M in Q3 2025.
  • 850 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.