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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 435,382 shares of DFIS (DIMENSIONAL ETF TRUST), worth $15.3M as of 2026-Q2. The position was decreased (-84.4% shares). DFIS represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$15.3M

Current Shares

435,382

Total Value Change

-$92.5M

Total Shares Change

-3.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
435,382
-84.4%
$15.3M0.0%$35.03
0
2026-Q1
Decreased
2.8M
-46.4%
$94M0.1%$35.29
0
2025-Q4
Increased
5.2M
+64.8%
$171.4M0.1%$33.07
53
2025-Q3
Decreased
3.2M
-5.6%
$99.8M0.2%$31.42
0
2025-Q2
Decreased
3.3M
-6.8%
$99.8M0.1%$29.47
0
2025-Q1
Decreased
3.6M
-6.0%
$92.8M0.2%$25.59
0
2024-Q4
Decreased
3.8M
-4.9%
$93.8M0.2%$23.92
0
2024-Q3
Decreased
4M
-3.1%
$107.7M0.2%$25.96
0

Other major holders of DFIS: JONES FINANCIAL COMPANIES LLLP

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