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
Other major holders of DFIV: Kestra Advisory Services, LLC, NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO, MERCER GLOBAL ADVISORS INC /ADV
Increased |
| 5.4M |
+15.8% |
| $286.9M |
| 0.4% |
| $53.50 |
43 |
| 2025-Q4 | Increased | 4.7M | +55.1% | $234.4M | 0.3% | $50.10 | 52 |
| 2025-Q3 | Decreased | 3M | -22.6% | $139.7M | 0.2% | $45.75 | 0 |
| 2025-Q2 | Increased | 3.9M | +8.0% | $167.6M | 0.2% | $42.28 | 39 |
| 2025-Q1 | Increased | 3.6M | +20.5% | $142.7M | 0.2% | $38.53 | 43 |
| 2024-Q4 | Increased | 3M | +13.2% | $106.7M | 0.2% | $34.26 | 41 |
| 2024-Q3 | Increased | 2.7M | +10.5% | $101.2M | 0.2% | $36.62 | 40 |
| 2024-Q2 | Increased | 2.4M | +4.2% | $86.4M | 0.2% | $34.22 | 37 |