Corient Private Wealth LLC

Position in DFAR — Dimensional US Real Estate ETF

CIK 1948780 MIAMI, FL

Back to DFAR Full portfolio

All Filings in DFAR

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30 DFAR	$1,272,056	48,626	-2.9%	Shares	Sole	2026-08-27
2026-03-31 DFAR	$1,184,202	50,072	+0.0%	Shares	Sole	2026-05-15
2025-12-31 DFAR	$1,146,195	50,050	+4.7%	Shares	Sole	2026-03-09
2025-09-30 DFAR	$1,140,125	47,804	-12.3%	Shares	Sole	2025-11-14
2025-06-30 DFAR	$1,279,133	54,524	-36.7%	Shares	Sole	2025-09-26
2025-03-31 DFAR	$2,047,096	86,121	-6.0%	Shares	Sole	2025-05-14
2024-12-31 DFAR	$2,131,276	91,589	+4.9%	Shares	Sole	2025-02-10
2024-09-30 DFAR	$2,239,192	87,332	+7.1%	Shares	Sole	2024-11-12
2024-06-30 DFAR	$1,802,210	81,548	-4.8%	Shares	Sole	2024-08-13
2024-03-31 DFAR	$1,916,773	85,685	-7.8%	Shares	Sole	2024-05-09
2023-12-31 DFAR	$2,114,296	92,977	-1.8%	Shares	Sole	2024-02-09
2023-09-30 DFAR	$1,848,719	94,709	-3.3%	Shares	Sole	2023-11-03
2023-06-30 DFAR	$2,107,044	97,911	+5.1%	Shares	Sole	2023-08-10
2023-03-31 DFAR	$2,001,148	93,120	+123.5%	Shares	Sole	2023-05-15
2022-12-31 DFAR	$881,362	41,672	—	Shares	Sole	2023-02-15
No filing history on record for this holder in this stock.