Corient Private Wealth LLC
Position in DFAC — Dimensional U.S. Core Equity 2 ETF
CIK 1948780
MIAMI, FL
All Filings in DFAC
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFAC | $174,595,369 | 3,935,874 | Shares | Sole | 2026-08-27 | |
| 2023-09-30 DFAC | $136,375,008 | 5,205,153 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFAC | $137,511,980 | 5,064,898 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFAC | $125,977,451 | 4,944,170 | Shares | Other | 2023-05-15 | |
| 2022-12-31 DFAC | $106,156,676 | 4,372,186 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||