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

Corient Private Wealth LP holds 1M shares of DISV (DIMENSIONAL ETF TRUST), worth $40.9M as of 2026-Q2. The position was decreased (-3.8% shares). DISV represents 0.1% of Corient Private Wealth LP's portfolio.

Current Value

$40.9M

Current Shares

1M

Total Value Change

+$9.7M

Total Shares Change

-53,429

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
1M
-3.8%
$40.9M0.1%$40.13
0
2026-Q1
Decreased
1.1M
-51.3%
$41.8M0.1%$41.09
0
2025-Q4
Increased
2.2M
+537.1%
$82.6M0.1%$38.19
48
2025-Q3
Decreased
341,164
-68.5%
$12.2M0.0%$35.40
0
2025-Q2
Increased
1.1M
+3.9%
$35.6M0.0%$32.44
30
2025-Q1
Decreased
1M
-0.4%
$30.3M0.0%$28.66
0
2024-Q4
Decreased
1M
-2.4%
$27.8M0.0%$25.76
0
2024-Q3
Increased
1.1M
+3.3%
$31.1M0.0%$27.98
30

Other major holders of DISV: Focus Partners Wealth

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