Beta Wealth Group, Inc.
Position in DFCF — Dimensional Core Fixed Income ETF
CIK 1594417
SAN DIEGO, CA
All Filings in DFCF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-09-30 DFCF | $578,784 | 14,337 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 DFCF | $659,709 | 15,809 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 DFCF | $703,545 | 16,554 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 DFCF | $2,895,065 | 69,727 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 DFCF | $2,842,587 | 69,433 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 DFCF | $3,948,220 | 90,514 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 DFCF | $4,694,334 | 101,171 | Shares | Sole | 2022-05-12 | |
| No filing history on record for this holder in this stock. | ||||||