Position history for Corient Private Wealth LLC's holdings in DIMENSIONAL ETF TRUST
Corient Private Wealth LLC holds 6M shares of DFLV (DIMENSIONAL ETF TRUST), worth $164.9M as of 2025-Q4. The position was increased (++15.7% shares). DFLV represents 0.2% of Corient Private Wealth LLC's portfolio.
Current Value
$164.9M
Current Shares
6M
Total Value Change
+$51M
Total Shares Change
+2M
Other major holders of DFLV: Savant Capital, LLC, EP Wealth Advisors, LLC
Increased |
| 6M |
+15.7% |
| $164.9M |
| 0.2% |
| $34.49 |
42 |
| 2025-Q3 | Decreased | 5.2M | -8.4% | $169.7M | 0.3% | $32.68 | 0 |
| 2025-Q2 | Increased | 5.6M | +4.9% | $174.6M | 0.2% | $30.67 | 38 |
| 2025-Q1 | Increased | 5.4M | +12.5% | $164.1M | 0.3% | $29.90 | 41 |
| 2024-Q4 | Increased | 4.8M | +10.5% | $143.3M | 0.2% | $29.39 | 40 |
| 2024-Q3 | Increased | 4.3M | +9.5% | $133M | 0.2% | $30.11 | 40 |
| 2024-Q2 | Increased | 3.9M | +8.7% | $113.9M | 0.2% | $28.16 | 39 |