Back to Corient Private Wealth LP Corient Private Wealth LP

DFACDFAC
15 quarters

Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in DIMENSIONAL ETF TRUST

Corient Private Wealth LP holds 3.9M shares of DFAC (DIMENSIONAL ETF TRUST), worth $174.6M as of 2026-Q2. The position was decreased (-6.4% shares). DFAC represents 0.2% of Corient Private Wealth LP's portfolio.

Current Value

$174.6M

Current Shares

3.9M

Total Value Change

+$68.6M

Total Shares Change

-436,312

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.9M
-6.4%
$174.6M0.2%$44.36
0
2026-Q1
Decreased
4.2M
-53.4%
$163.4M0.2%$40.59
0
2025-Q4
Increased
9M
+364.0%
$357.5M0.2%$39.91
60
2025-Q3
Decreased
1.9M
-59.4%
$75.1M0.1%$38.40
0
2025-Q2
Decreased
4.8M
-7.8%
$171.9M0.2%$35.52
0
2025-Q1
Decreased
5.2M
-1.9%
$171.7M0.3%$32.54
0
2024-Q4
Decreased
5.3M
-1.2%
$183.4M0.3%$34.28
0
2024-Q3
Decreased
5.4M
-1.1%
$184M0.3%$33.74
0
2024-Q2
Increased
5.4M
+1.0%
$174.9M0.3%$31.72
37
2024-Q1
Increased
5.4M
+1.6%
$171.6M0.3%$31.35
37
2023-Q4
Increased
5.3M
+1.6%
$154.6M0.3%$28.62
37
2023-Q3
Increased
5.2M
+2.8%
$136.3M0.3%$25.56
37
2023-Q2
Increased
5.1M
+2.4%
$137.4M0.3%$26.14
37
2023-Q1
Increased
4.9M
+13.1%
$125.9M0.3%$24.32
41
2022-Q4
New
4.4M
-
$106M0.4%$23.46
50

Other major holders of DFAC: MERCER GLOBAL ADVISORS INC /ADV, Cerity Partners LLC, Focus Partners Wealth

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