Corient Private Wealth LLC
Position in DFSU — Dimensional US Sustainability Core 1 ETF
CIK 1948780
MIAMI, FL
All Filings in DFSU
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 DFSU | $9,651,244 | 206,975 | Shares | Sole | 2026-08-27 | |
| 2023-12-31 DFSU | $6,492,784 | 208,570 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 DFSU | $5,473,928 | 190,696 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 DFSU | $4,563,945 | 171,448 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 DFSU | $2,649,952 | 106,300 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||