Back to Corient Private Wealth LP Corient Private Wealth LP

DFIVDFIV
15 quarters

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

Corient Private Wealth LP holds 3.5M shares of DFIV (DIMENSIONAL ETF TRUST), worth $190M as of 2026-Q2. The position was decreased (-35.4% shares). DFIV represents 0.3% of Corient Private Wealth LP's portfolio.

Current Value

$190M

Current Shares

3.5M

Total Value Change

+$123.4M

Total Shares Change

+1.3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.5M
-35.4%
$190M0.3%$54.02
0
2026-Q1
Decreased
5.4M
-42.6%
$286.9M0.4%$53.50
0
2025-Q4
Increased
9.5M
+213.0%
$473.1M0.3%$50.10
60
2025-Q3
Decreased
3M
-22.6%
$139.7M0.2%$45.75
0
2025-Q2
Increased
3.9M
+8.0%
$167.6M0.2%$42.28
39
2025-Q1
Increased
3.6M
+20.5%
$142.7M0.2%$38.53
43
2024-Q4
Increased
3M
+13.2%
$106.7M0.2%$34.26
41
2024-Q3
Increased
2.7M
+10.5%
$101.2M0.2%$36.62
40
2024-Q2
Increased
2.4M
+4.2%
$86.4M0.2%$34.22
37
2024-Q1
Increased
2.3M
+4.9%
$84.9M0.2%$34.31
37
2023-Q4
Increased
2.2M
+2.4%
$75.7M0.1%$32.01
36
2023-Q3
Increased
2.2M
+1.0%
$70.2M0.2%$30.09
36
2023-Q2
Decreased
2.1M
-1.5%
$70M0.2%$29.72
0
2023-Q1
Decreased
2.2M
-1.3%
$69.7M0.2%$28.85
0
2022-Q4
New
2.2M
-
$66.7M0.2%$27.18
49

Other major holders of DFIV: NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV

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