Back to Corient Private Wealth LP Corient Private Wealth LP

DFSVDFSV
15 quarters

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

Corient Private Wealth LP holds 3.2M shares of DFSV (DIMENSIONAL ETF TRUST), worth $125.8M as of 2026-Q2. The position was decreased (-55.8% shares). DFSV represents 0.2% of Corient Private Wealth LP's portfolio.

Current Value

$125.8M

Current Shares

3.2M

Total Value Change

+$100.1M

Total Shares Change

+2.2M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3.2M
-55.8%
$125.8M0.2%$38.64
0
2026-Q1
Increased
7.3M
+0.6%
$257M0.4%$34.78
37
2025-Q4
Increased
7.3M
+41.9%
$240M0.3%$32.54
49
2025-Q3
Decreased
5.1M
-11.3%
$163.8M0.3%$31.37
0
2025-Q2
Increased
5.8M
+14.9%
$170.7M0.2%$28.86
42
2025-Q1
Increased
5M
+26.9%
$142M0.2%$27.48
45
2024-Q4
Increased
4M
+15.9%
$122.3M0.2%$29.96
42
2024-Q3
Increased
3.4M
+25.0%
$105.6M0.2%$29.85
44
2024-Q2
Increased
2.7M
+24.2%
$79M0.1%$27.81
43
2024-Q1
Increased
2.2M
+14.8%
$66.5M0.1%$28.96
40
2023-Q4
Increased
1.9M
+11.6%
$56.1M0.1%$27.97
39
2023-Q3
Increased
1.7M
+13.9%
$43.7M0.1%$24.24
40
2023-Q2
Increased
1.5M
+25.0%
$38.9M0.1%$24.49
36
2023-Q1
Increased
1.2M
+16.6%
$30.2M0.1%$23.66
33
2022-Q4
First report
1M
-
$25.7M0.1%$23.45
0

Other major holders of DFSV: DIMENSIONAL FUND ADVISORS LP, Savant Capital, LLC

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