WEALTHSOURCE PARTNERS, LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1674623
SAN LUIS OBISPO, CA
All Filings in DFSD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2023-12-31 DFSD | $2,102,381 | 44,722 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 DFSD | $1,843,187 | 39,741 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 DFSD | $1,919,492 | 41,413 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 DFSD | $1,781,758 | 38,186 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFSD | $1,721,507 | 37,351 | Shares | Sole | 2023-02-10 | |
| No filing history on record for this holder in this stock. | ||||||