EXENCIAL WEALTH ADVISORS, LLC
Position in DFIP — Dimensional Inflation-Protected Securities Portfolio ETF
CIK 1576151
OKLAHOMA CITY, OK
All Filings in DFIP
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 DFIP | $1,756,944 | 43,391 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 DFIP | $924,832 | 21,874 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 DFIP | $877,176 | 21,481 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 DFIP | $922,597 | 22,366 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 DFIP | $1,053,960 | 25,532 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFIP | $485,790 | 12,215 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 DFIP | $246,290 | 5,962 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFIP | $254,269 | 5,937 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 DFIP | $244,366 | 5,937 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||