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

Corient Private Wealth LP holds 81,877 shares of DFNM (DIMENSIONAL ETF TRUST), worth $4M as of 2026-Q2. The position was increased (+0.1% shares). DFNM represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$4M

Current Shares

81,877

Total Value Change

-$2.4M

Total Shares Change

-48,288

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
81,877
+0.1%
$4M0.0%$48.11
27
2026-Q1
Decreased
81,797
-43.8%
$3.9M0.0%$47.37
0
2025-Q4
Increased
145,480
+151.6%
$7M0.0%$47.33
44
2025-Q3
Decreased
57,817
-32.3%
$2.8M0.0%$46.71
0
2025-Q2
Decreased
85,353
-22.6%
$4M0.0%$45.84
0
2025-Q1
Decreased
110,262
-1.5%
$5.2M0.0%$45.63
0
2024-Q4
Decreased
111,960
-14.0%
$5.3M0.0%$45.57
0
2024-Q3
Increased
130,165
+0.4%
$6.3M0.0%$45.87
27

Other major holders of DFNM: Focus Partners Wealth

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