Integrated Wealth Concepts LLC
Position in DFAR — Dimensional US Real Estate ETF
CIK 1737109
WALTHAM, MA
All Filings in DFAR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-09-30 DFAR | $3,717,184 | 144,976 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFAR | $3,204,743 | 145,011 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFAR | $11,220,859 | 501,603 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFAR | $11,332,683 | 498,359 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFAR | $9,843,155 | 504,260 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 DFAR | $10,687,520 | 496,632 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 DFAR | $10,209,404 | 475,077 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 DFAR | $201,601 | 9,532 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||