Corient Private Wealth LLC
Position in DFSV — Dimensional US Small Cap Value ETF
CIK 1948780
MIAMI, FL
All Filings in DFSV
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFSV | $125,828,514 | 3,243,839 | Shares | Sole | 2026-08-27 | |
| 2025-09-30 DFSV | $163,758,819 | 5,143,179 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 DFSV | $142,042,901 | 5,045,929 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DFSV | $122,366,905 | 3,975,533 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFSV | $105,647,603 | 3,430,117 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFSV | $78,965,384 | 2,743,759 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFSV | $66,516,184 | 2,209,840 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFSV | $56,051,806 | 1,924,856 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DFSV | $43,695,865 | 1,724,383 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFSV | $38,896,436 | 1,513,480 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFSV | $30,182,277 | 1,210,681 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFSV | $25,730,209 | 1,038,765 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||