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DFSIDFSI
Showing 8 of 15 quarters

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

Corient Private Wealth LP holds 117,845 shares of DFSI (DIMENSIONAL ETF TRUST), worth $5.3M as of 2026-Q2. The position was decreased (-7.2% shares). DFSI represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$5.3M

Current Shares

117,845

Total Value Change

+$557,322

Total Shares Change

-15,287

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
117,845
-7.2%
$5.3M0.0%$45.10
0
2026-Q1
Increased
127,028
+37.8%
$4.2M0.0%$41.74
35
2025-Q4
Increased
92,157
+3.7%
$3.9M0.0%$42.08
28
2025-Q3
Increased
88,832
+18.5%
$3.6M0.0%$40.63
31
2025-Q2
Decreased
74,940
-48.5%
$3M0.0%$38.96
0
2025-Q1
Increased
145,511
+6.4%
$5.1M0.0%$34.46
29
2024-Q4
Increased
136,776
+2.7%
$4.5M0.0%$32.08
28
2024-Q3
Increased
133,132
+5.3%
$4.8M0.0%$34.74
28

Other major holders of DFSI: DIMENSIONAL FUND ADVISORS LP, Focus Partners Wealth

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