Position history for Corient Private Wealth LLC's holdings in DIMENSIONAL ETF TRUST
Corient Private Wealth LLC holds 9.7M shares of DFUV (DIMENSIONAL ETF TRUST), worth $471.8M as of 2026-Q1. The position was decreased (-2.1% shares). DFUV represents 0.7% of Corient Private Wealth LLC's portfolio.
Current Value
$471.8M
Current Shares
9.7M
Total Value Change
+$41.8M
Total Shares Change
-1.2M
Other major holders of DFUV: Kestra Advisory Services, LLC, MERCER GLOBAL ADVISORS INC /ADV
Decreased |
| 9.7M |
-2.1% |
| $471.8M |
| 0.7% |
| $49.86 |
0 |
| 2025-Q4 | Increased | 9.9M | +51.0% | $463.4M | 0.6% | $46.93 | 61 |
| 2025-Q3 | Decreased | 6.6M | -35.1% | $293.8M | 0.5% | $44.45 | 0 |
| 2025-Q2 | Decreased | 10.1M | -3.7% | $428.9M | 0.5% | $41.82 | 0 |
| 2025-Q1 | Decreased | 10.5M | -2.0% | $434M | 0.7% | $40.39 | 0 |
| 2024-Q4 | Decreased | 10.7M | -1.3% | $439.7M | 0.7% | $40.11 | 0 |
| 2024-Q3 | Decreased | 10.9M | -0.6% | $453.7M | 0.7% | $40.73 | 0 |
| 2024-Q2 | Decreased | 10.9M | -0.2% | $430M | 0.7% | $38.30 | 0 |