Integrated Wealth Concepts LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1737109
WALTHAM, MA
All Filings in DFNM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-06-30 DFNM | $8,782,657 | 183,853 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFNM | $9,868,404 | 205,207 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFNM | $10,134,951 | 208,925 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFNM | $10,519,506 | 226,372 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 DFNM | $10,785,194 | 226,437 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 DFNM | $10,943,009 | 226,493 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 DFNM | $1,265,913 | 26,478 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 DFNM | $202,181 | 4,334 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 DFNM | $225,784 | 4,697 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||