Integrated Wealth Concepts LLC
Position in DCOR — Dimensional US Core Equity 1 ETF
CIK 1737109
WALTHAM, MA
Position in DCOR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$55,164,833
+$30,606,889 QoQ
Shares Held
672,906
+97.5% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.77%
of 13F equity value
Holder Rank
#4
of 70 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in DCOR Over Time
Shares Held
Position Value (USD)
All Filings in DCOR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,164,833 | 672,906 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $24,557,944 | 340,704 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $24,969,258 | 339,118 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $24,379,602 | 338,888 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $21,990,240 | 328,949 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $15,980,206 | 260,561 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $15,135,023 | 235,895 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $258,490 | 4,081 | Shares | Sole | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||