Corient Private Wealth LLC
Position in DFSB — Dimensional Global Sustainability Fixed Income ETF
CIK 1948780
MIAMI, FL
All Filings in DFSB
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFSB | $7,078,882 | 135,845 | Shares | Sole | 2026-08-27 | |
| 2025-06-30 DFSB | $5,497,495 | 104,854 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 DFSB | $6,564,808 | 127,472 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DFSB | $5,411,814 | 106,239 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFSB | $5,492,514 | 103,301 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFSB | $5,123,745 | 100,269 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFSB | $4,082,335 | 78,840 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFSB | $3,812,015 | 73,445 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 DFSB | $5,541,039 | 108,361 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFSB | $5,298,235 | 102,178 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFSB | $4,886,991 | 97,535 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||