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DFSV
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Position history for Corient Private Wealth LLC's holdings in DIMENSIONAL ETF TRUST

Corient Private Wealth LLC holds 7.3M shares of DFSV (DIMENSIONAL ETF TRUST), worth $257M as of 2026-Q1. The position was increased (+22.9% shares). DFSV represents 0.4% of Corient Private Wealth LLC's portfolio.

Current Value

$257M

Current Shares

7.3M

Total Value Change

+$178M

Total Shares Change

+4.6M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
7.3M
+22.9%
$257M0.4%$35.96
45
2025-Q4
Increased
6M
+16.1%
$196.5M0.3%$33.21
42
2025-Q3
Decreased
5.1M
-11.6%
$163.8M0.3%$31.73
0
2025-Q2
Increased
5.8M
+15.3%
$171.2M0.2%$29.22
42
2025-Q1
Increased
5M
+26.9%
$142M0.2%$27.76
45
2024-Q4
Increased
4M
+15.9%
$122.3M0.2%$30.15
42
2024-Q3
Increased
3.4M
+25.0%
$105.6M0.2%$30.08
44
2024-Q2
Increased
2.7M
+24.2%
$79M0.1%$28.11
43

Other major holders of DFSV: Savant Capital, LLC

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