Position history for Corient Private Wealth LLC's holdings in DIMENSIONAL ETF TRUST
Corient Private Wealth LLC holds 7M shares of DFEM (DIMENSIONAL ETF TRUST), worth $232.5M as of 2025-Q4. The position was increased (++22.1% shares). DFEM represents 0.3% of Corient Private Wealth LLC's portfolio.
Current Value
$232.5M
Current Shares
7M
Total Value Change
+$86.5M
Total Shares Change
+1.6M
Other major holders of DFEM: Kestra Advisory Services, LLC, Focus Partners Wealth
Increased |
| 7M |
+22.1% |
| $232.5M |
| 0.3% |
| $33.16 |
44 |
| 2025-Q3 | Decreased | 5.7M | -12.8% | $184.6M | 0.3% | $31.79 | 0 |
| 2025-Q2 | Increased | 6.6M | +1.6% | $195.8M | 0.2% | $29.16 | 37 |
| 2025-Q1 | Increased | 6.5M | +9.5% | $171.9M | 0.3% | $25.99 | 40 |
| 2024-Q4 | Increased | 5.9M | +2.8% | $155.4M | 0.3% | $25.54 | 37 |
| 2024-Q3 | Increased | 5.8M | +5.5% | $162.3M | 0.3% | $27.55 | 38 |
| 2024-Q2 | Increased | 5.5M | +7.9% | $146M | 0.3% | $25.65 | 39 |