Corient Private Wealth LLC
Position in DFCA — Dimensional California Municipal Bond ETF
CIK 1948780
MIAMI, FL
All Filings in DFCA
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFCA | $261,287 | 5,207 | Shares | Sole | 2026-08-27 | |
| 2025-03-31 DFCA | $258,267 | 5,207 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DFCA | $259,859 | 5,192 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFCA | $260,545 | 5,141 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFCA | $280,498 | 5,601 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFCA | $540,146 | 10,714 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFCA | $516,533 | 10,180 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||