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DFSBDFSB
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Position history for Corient Private Wealth LPCorient Private Wealth LP's holdings in DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF

Corient Private Wealth LP holds 135,845 shares of DFSB (DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF), worth $7.1M as of 2026-Q2. The position was increased (+8.2% shares). DFSB represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$7.1M

Current Shares

135,845

Total Value Change

+$1.6M

Total Shares Change

+32,544

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
135,845
+8.2%
$7.1M0.0%$51.41
30
2026-Q1
Decreased
125,547
-47.9%
$6.5M0.0%$50.52
0
2025-Q4
Increased
240,840
+102.1%
$12.5M0.0%$50.57
45
2025-Q3
Increased
119,185
+13.7%
$6.3M0.0%$50.35
31
2025-Q2
Decreased
104,855
-17.7%
$5.5M0.0%$49.56
0
2025-Q1
Increased
127,472
+20.0%
$6.6M0.0%$48.68
32
2024-Q4
Increased
106,239
+2.8%
$5.4M0.0%$48.07
28
2024-Q3
Increased
103,301
+3.0%
$5.5M0.0%$48.97
28

Other major holders of DFSB: MERCER GLOBAL ADVISORS INC /ADV, SEI INVESTMENTS CO

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