Corient Private Wealth LLC
Position in DFAX — Dimensional World ex. U.S. Core Equity 2 ETF
CIK 1948780
MIAMI, FL
All Filings in DFAX
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFAX | $11,891,104 | 322,777 | Shares | Sole | 2026-08-27 | |
| 2025-03-31 DFAX | $19,576,823 | 747,207 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DFAX | $18,791,922 | 755,910 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 DFAX | $20,515,580 | 759,555 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 DFAX | $19,517,069 | 767,784 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFAX | $19,720,324 | 775,170 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFAX | $18,959,150 | 776,378 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 DFAX | $18,592,557 | 825,602 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 DFAX | $17,199,097 | 737,842 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFAX | $17,070,349 | 740,258 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFAX | $15,843,708 | 733,505 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||