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Position history for Corient Private Wealth LLCCorient Private Wealth LLC's holdings in DIMENSIONAL ETF TRUST

Corient Private Wealth LLC holds 702,206 shares of DFIC (DIMENSIONAL ETF TRUST), worth $24.9M as of 2026-Q1. The position was decreased (-5.2% shares). DFIC represents 0.0% of Corient Private Wealth LLC's portfolio.

Current Value

$24.9M

Current Shares

702,206

Total Value Change

+$19M

Total Shares Change

+475,114

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
702,206
-5.2%
$24.9M0.0%$36.76
0
2025-Q4
Increased
740,371
+193.0%
$25.5M0.0%$34.63
46
2025-Q3
Decreased
252,670
-67.2%
$8.3M0.0%$32.47
0
2025-Q2
Increased
770,567
+226.9%
$24M0.0%$30.64
46
2025-Q1
Increased
235,692
+2.2%
$6.5M0.0%$27.34
28
2024-Q4
Increased
230,583
0.0%
$6M0.0%$25.10
27
2024-Q3
Increased
230,574
+1.5%
$6.5M0.0%$27.23
28
2024-Q2
Increased
227,092
+4.7%
$6M0.0%$25.25
28

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

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