Integrated Wealth Concepts LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1737109
WALTHAM, MA
All Filings in DFSD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2024-12-31 DFSD | $13,706,305 | 292,370 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 DFSD | $10,721,067 | 224,572 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 DFSD | $10,406,693 | 221,419 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFSD | $2,506,479 | 53,284 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 DFSD | $2,066,935 | 43,968 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 DFSD | $2,033,902 | 43,853 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 DFSD | $1,862,296 | 40,179 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 DFSD | $1,796,596 | 38,504 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 DFSD | $1,077,492 | 23,378 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||