Corient Private Wealth LLC
Position in DFAT — Dimensional U.S. Targeted Value ETF
CIK 1948780
MIAMI, FL
All Filings in DFAT
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFAT | $125,931,350 | 1,801,593 | Shares | Sole | 2026-08-27 | |
| 2024-06-30 DFAT | $144,237,554 | 2,780,751 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFAT | $150,680,963 | 2,768,344 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFAT | $143,840,622 | 2,748,722 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DFAT | $125,118,546 | 2,738,423 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFAT | $127,914,579 | 2,757,374 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFAT | $121,321,373 | 2,726,323 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFAT | $118,372,600 | 2,693,347 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||