Corient Private Wealth LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1948780
MIAMI, FL
All Filings in DFSD
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFSD | $5,088,526 | 106,566 | Shares | Sole | 2026-08-27 | |
| 2024-09-30 DFSD | $6,911,653 | 144,777 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFSD | $6,833,565 | 145,395 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFSD | $6,903,402 | 146,756 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFSD | $6,741,704 | 143,410 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DFSD | $529,195 | 11,410 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFSD | $3,383,874 | 73,007 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFSD | $3,162,754 | 67,783 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFSD | $1,461,329 | 31,706 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||