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DFSUDFSU
15 quarters

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

Corient Private Wealth LP holds 206,975 shares of DFSU (DIMENSIONAL ETF TRUST), worth $9.7M as of 2026-Q2. The position was decreased (-3.2% shares). DFSU represents 0.0% of Corient Private Wealth LP's portfolio.

Current Value

$9.7M

Current Shares

206,975

Total Value Change

+$7M

Total Shares Change

+100,675

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
206,975
-3.2%
$9.7M0.0%$46.63
0
2026-Q1
Decreased
213,774
-36.6%
$7.3M0.0%$43.23
0
2025-Q4
Increased
337,450
+114.7%
$14.7M0.0%$43.72
45
2025-Q3
Increased
157,209
+4.1%
$6.7M0.0%$42.25
28
2025-Q2
Decreased
151,057
-21.3%
$5.9M0.0%$38.97
0
2025-Q1
Decreased
192,011
-0.2%
$6.9M0.0%$35.44
0
2024-Q4
Decreased
192,474
-5.0%
$7.3M0.0%$37.68
0
2024-Q3
Increased
202,659
+0.8%
$7.5M0.0%$36.59
28
2024-Q2
Decreased
200,991
-1.0%
$7M0.0%$34.34
0
2024-Q1
Decreased
202,965
-2.7%
$7M0.0%$33.81
0
2023-Q4
New
208,570
-
$6.5M0.0%$30.54
38
2023-Q3
Exited
0
-100.0%
$00.0%$27.11
0
2023-Q2
Increased
190,696
+11.2%
$5.5M0.0%$27.67
30
2023-Q1
Increased
171,448
+61.3%
$4.6M0.0%$25.44
39
2022-Q4
New
106,300
-
$2.6M0.0%$24.19
36

Other major holders of DFSU: AE Wealth Management LLC, Focus Partners Wealth

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