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DFCADFCA
Showing 8 of 11 quarters

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

Corient Private Wealth LP holds 5,207 shares of DFCA (DIMENSIONAL ETF TRUST), worth $261,285 as of 2026-Q2. DFCA represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$261,285

Current Shares

5,207

Total Value Change

+$727

Total Shares Change

+66

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
5,207
0.0%
$261,2850.0%$49.96
0
2026-Q1
Decreased
5,207
-50.0%
$259,5670.0%$49.31
0
2025-Q4
New
10,414
-
$521,5300.0%$49.27
33
2025-Q3
Exited
0
-100.0%
$00.0%$48.60
0
2025-Q2
Unchanged
5,207
0.0%
$256,5990.0%$47.73
0
2025-Q1
Increased
5,207
+0.3%
$258,2650.0%$47.68
23
2024-Q4
Increased
5,192
+1.0%
$259,8420.0%$47.84
23
2024-Q3
Decreased
5,141
-8.2%
$260,5580.0%$47.97
0

Other major holders of DFCA: MERCER GLOBAL ADVISORS INC /ADV, ENVESTNET ASSET MANAGEMENT INC

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