Corient Private Wealth LLC
Position in DFSE — Dimensional Emerging Markets Sustainability Core 1 ETF
CIK 1948780
MIAMI, FL
All Filings in DFSE
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFSE | $2,616,790 | 53,535 | Shares | Sole | 2026-08-27 | |
| 2024-06-30 DFSE | $1,984,479 | 59,309 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 DFSE | $2,003,516 | 62,221 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 DFSE | $1,939,592 | 61,331 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 DFSE | $1,719,190 | 56,478 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFSE | $1,362,565 | 45,586 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFSE | $738,772 | 26,219 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||