Position history for Corient Private Wealth LLC's holdings in DIMENSIONAL ETF TRUST
Corient Private Wealth LLC holds 6M shares of DFSV (DIMENSIONAL ETF TRUST), worth $196.5M as of 2025-Q4. The position was increased (++16.1% shares). DFSV represents 0.3% of Corient Private Wealth LLC's portfolio.
Current Value
$196.5M
Current Shares
6M
Total Value Change
+$117.5M
Total Shares Change
+3.2M
Other major holders of DFSV: Savant Capital, LLC
Increased |
| 6M |
+16.1% |
| $196.5M |
| 0.3% |
| $33.21 |
42 |
| 2025-Q3 | Decreased | 5.1M | -11.6% | $163.8M | 0.3% | $31.73 | 0 |
| 2025-Q2 | Increased | 5.8M | +15.3% | $171.2M | 0.2% | $29.22 | 42 |
| 2025-Q1 | Increased | 5M | +26.9% | $142M | 0.2% | $27.76 | 45 |
| 2024-Q4 | Increased | 4M | +15.9% | $122.3M | 0.2% | $30.15 | 42 |
| 2024-Q3 | Increased | 3.4M | +25.0% | $105.6M | 0.2% | $30.08 | 44 |
| 2024-Q2 | Increased | 2.7M | +24.2% | $79M | 0.1% | $28.11 | 43 |