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

Corient Private Wealth LP holds 199,437 shares of DFGR (DIMENSIONAL ETF TRUST), worth $5.8M as of 2026-Q2. The position was decreased (-65.8% shares). DFGR represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$5.8M

Current Shares

199,437

Total Value Change

-$53.3M

Total Shares Change

-1.8M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
199,437
-65.8%
$5.8M0.0%$28.97
0
2026-Q1
Decreased
583,571
-57.3%
$15.5M0.0%$28.45
0
2025-Q4
Increased
1.4M
+136.2%
$36.1M0.0%$26.61
47
2025-Q3
Decreased
578,381
-40.2%
$15.8M0.0%$26.53
0
2025-Q2
Decreased
967,509
-25.0%
$26M0.0%$25.87
0
2025-Q1
Decreased
1.3M
-27.8%
$33.9M0.1%$25.12
0
2024-Q4
Decreased
1.8M
-12.7%
$45.6M0.1%$24.42
0
2024-Q3
Decreased
2M
-2.0%
$59.1M0.1%$27.05
0

Other major holders of DFGR: Savant Capital, LLC

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