Back to Corient Private Wealth LP Corient Private Wealth LP

DFLVDFLV
15 quarters

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

Corient Private Wealth LP holds 3.3M shares of DFLV (DIMENSIONAL ETF TRUST), worth $131.4M as of 2026-Q2. The position was decreased (-50.9% shares). DFLV represents 0.2% of Corient Private Wealth LP's portfolio.

Current Value

$131.4M

Current Shares

3.3M

Total Value Change

+$125.7M

Total Shares Change

+3.1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.3M
-50.9%
$131.4M0.2%$39.54
0
2026-Q1
Decreased
6.8M
-44.6%
$241.6M0.3%$36.68
0
2025-Q4
Increased
12.2M
+137.2%
$379.2M0.3%$34.49
60
2025-Q3
Decreased
5.2M
-8.2%
$169.7M0.3%$32.68
0
2025-Q2
Increased
5.6M
+4.7%
$174.3M0.2%$30.67
38
2025-Q1
Increased
5.4M
+12.5%
$164.1M0.3%$29.90
41
2024-Q4
Increased
4.8M
+10.5%
$143.3M0.2%$29.39
40
2024-Q3
Increased
4.3M
+9.5%
$133M0.2%$30.11
40
2024-Q2
Increased
3.9M
+8.7%
$113.9M0.2%$28.16
39
2024-Q1
Increased
3.6M
+12.7%
$108.8M0.2%$29.09
40
2023-Q4
Increased
3.2M
+14.3%
$87.1M0.2%$26.15
41
2023-Q3
Increased
2.8M
+30.0%
$69.8M0.2%$23.84
45
2023-Q2
Increased
2.2M
+154.8%
$55M0.1%$24.08
57
2023-Q1
Increased
849,695
+267.9%
$20.9M0.1%$23.14
46
2022-Q4
New
230,990
-
$5.7M0.0%$23.28
37

Other major holders of DFLV: Savant Capital, LLC

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