Evensky & Katz LLC
Position in CAPE — DoubleLine Shiller Cape U.S. Equities ETF
CIK 1357867
CORAL GABLES, FL
All Filings in CAPE
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,117,538 | 489,986 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $16,976,573 | 526,634 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $17,335,883 | 532,102 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $17,548,495 | 551,666 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $16,875,567 | 555,300 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $17,362,580 | 579,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $17,492,542 | 591,164 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $16,459,205 | 593,745 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $16,986,956 | 606,677 | Shares | Sole | 2024-04-08 | |
| 2023-12-31 | $16,357,549 | 616,568 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $14,683,921 | 620,360 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $15,370,903 | 627,640 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $15,048,686 | 663,815 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $16,664,837 | 793,186 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $492,480 | 24,624 | Shares | Sole | 2022-10-19 | |
| No filing history on record for this holder in this stock. | ||||||