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 $243.1M as of 2026-Q1. The position was increased (+0.2% shares). DFEM represents 0.3% of Corient Private Wealth LLC's portfolio.
Current Value
$243.1M
Current Shares
7M
Total Value Change
+$97M
Total Shares Change
+1.6M
Other major holders of DFEM: Kestra Advisory Services, LLC, Focus Partners Wealth
Increased |
| 7M |
+0.2% |
| $243.1M |
| 0.3% |
| $35.46 |
37 |
| 2025-Q4 | 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 |