Corient Private Wealth LLC
Position in DFSI — Dimensional International Sustainability Core 1 ETF
CIK 1948780
MIAMI, FL
All Filings in DFSI
Export CSV
7 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 | |
| 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. | ||||||