Integrated Wealth Concepts LLC
Position in DFCA — Dimensional California Municipal Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in DFCA
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 DFCA | $2,561,990 | 51,394 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 DFCA | $2,277,301 | 45,706 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||