WEALTHSOURCE PARTNERS, LLC
Position in DFCF — Dimensional Core Fixed Income ETF
CIK 1674623
SAN LUIS OBISPO, CA
All Filings in DFCF
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 DFCF | $7,188,580 | 169,542 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 DFCF | $7,827,702 | 193,899 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 DFCF | $11,126,302 | 266,626 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 DFCF | $11,644,277 | 273,983 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFCF | $9,872,708 | 237,782 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 DFCF | $6,901,869 | 168,585 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 DFCF | $8,233,885 | 188,764 | Shares | Sole | 2022-08-10 | |
| No filing history on record for this holder in this stock. | ||||||