Back to Corient Private Wealth LP Corient Private Wealth LP

DFAUDFAU
15 quarters

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

Corient Private Wealth LP holds 897,078 shares of DFAU (DIMENSIONAL ETF TRUST), worth $46.4M as of 2026-Q2. The position was decreased (-1.5% shares). DFAU represents 0.1% of Corient Private Wealth LP's portfolio.

Current Value

$46.4M

Current Shares

897,078

Total Value Change

+$37.2M

Total Shares Change

+557,743

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
897,078
-1.5%
$46.4M0.1%$51.69
0
2026-Q1
Decreased
910,877
-48.9%
$41.1M0.1%$47.15
0
2025-Q4
Increased
1.8M
+94.3%
$83.4M0.1%$47.16
47
2025-Q3
Decreased
917,618
-2.7%
$42M0.1%$45.50
0
2025-Q2
Decreased
943,027
-12.7%
$39.9M0.1%$41.95
0
2025-Q1
Decreased
1.1M
-17.9%
$41.5M0.1%$37.94
0
2024-Q4
Decreased
1.3M
-2.5%
$53.3M0.1%$40.23
0
2024-Q3
Increased
1.3M
+4.8%
$53.5M0.1%$38.99
31
2024-Q2
Increased
1.3M
+6.5%
$48.3M0.1%$36.87
31
2024-Q1
Increased
1.2M
+4.4%
$44.2M0.1%$35.83
30
2023-Q4
Increased
1.2M
+3.1%
$38.5M0.1%$32.54
30
2023-Q3
Increased
1.1M
+13.4%
$33.6M0.1%$29.19
33
2023-Q2
Increased
990,378
+14.2%
$30.7M0.1%$29.78
33
2023-Q1
Increased
867,038
+155.5%
$24.9M0.1%$27.44
46
2022-Q4
New
339,335
-
$9.2M0.0%$26.07
38

Other major holders of DFAU: Sequoia Financial Advisors, LLC

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