Integrated Wealth Concepts LLC
Position in DCOR — Dimensional US Core Equity 1 ETF
CIK 1737109
WALTHAM, MA
All Filings in DCOR
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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. | ||||||