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

Corient Private Wealth LLC holds 5.4M shares of DFIV (DIMENSIONAL ETF TRUST), worth $286.9M as of 2026-Q1. The position was increased (+15.8% shares). DFIV represents 0.4% of Corient Private Wealth LLC's portfolio.

Current Value

$286.9M

Current Shares

5.4M

Total Value Change

+$200.5M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
5.4M
+15.8%
$286.9M0.4%$53.50
43
2025-Q4
Increased
4.7M
+55.1%
$234.4M0.3%$50.10
52
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

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

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