Corient Private Wealth LLC
Position in DFSI — Dimensional International Sustainability Core 1 ETF
CIK 1948780
MIAMI, FL
All Filings in DFSI
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFSI | $5,314,809 | 117,845 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 DFSI | $5,385,987 | 127,028 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 DFSI | $3,948,466 | 92,157 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 DFSI | $3,637,670 | 88,832 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 DFSI | $2,953,384 | 74,940 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 DFSI | $5,076,878 | 145,511 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DFSI | $4,493,091 | 136,776 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFSI | $4,757,472 | 133,132 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFSI | $4,166,448 | 126,486 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFSI | $4,471,813 | 132,813 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFSI | $4,251,447 | 132,725 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DFSI | $333,093 | 11,602 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFSI | $3,695,960 | 121,378 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFSI | $3,191,941 | 106,221 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFSI | $1,719,147 | 61,871 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||