Corient Private Wealth LLC
Position in DFNM — Dimensional National Municipal Bond ETF
CIK 1948780
MIAMI, FL
All Filings in DFNM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFNM | $3,956,944 | 81,865 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 DFNM | $3,920,530 | 81,797 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 DFNM | $4,168,872 | 86,545 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 DFNM | $2,774,059 | 57,817 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DFNM | $4,048,292 | 85,353 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 DFNM | $5,245,163 | 110,262 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DFNM | $5,348,329 | 111,960 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFNM | $6,318,209 | 130,165 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFNM | $6,191,469 | 129,610 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFNM | $6,206,976 | 129,070 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFNM | $6,100,714 | 125,762 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DFNM | $5,697,268 | 122,601 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFNM | $5,573,567 | 117,018 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFNM | $5,317,935 | 110,068 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFNM | $4,058,734 | 84,893 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||