Corient Private Wealth
DFAC icon

Corient Private Wealth’s Dimensional US Core Equity 2 ETF DFAC Stock Holding History

Corient Private Wealth’s Portfolio DFAC Stock Details DFAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$175M Sell
3,935,874
-269,885
-6% -$11.5M 0.24% 77
2026
Q1 		$163M Sell
4,205,759
-311,984
-7% -$12.6M 0.23% 87
2025
Q4 		$179M Buy
4,517,743
+2,571,731
+132% +$100M 0.24% 87
2025
Q3 		$75.1M Sell
1,946,012
-2,850,288
-59% -$106M 0.12% 175
2025
Q2 		$172M Sell
4,796,300
-406,862
-8% -$13.6M 0.23% 81
2025
Q1 		$172M Sell
5,203,162
-98,027
-2% -$3.4M 0.28% 73
2024
Q4 		$183M Sell
5,301,189
-65,353
-1% -$2.3M 0.3% 71
2024
Q3 		$184M Sell
5,366,542
-57,692
-1% -$1.91M 0.29% 75
2024
Q2 		$175M Buy
5,424,234
+52,251
+1% +$1.65M 0.3% 70
2024
Q1 		$172M Buy
5,371,983
+84,476
+2% +$2.55M 0.31% 70
2023
Q4 		$155M Buy
5,287,507
+82,354
+2% +$2.23M 0.28% 77
2023
Q3 		$136M Buy
5,205,153
+140,255
+3% +$3.83M 0.31% 73
2023
Q2 		$137M Buy
5,064,898
+120,728
+2% +$3.11M 0.32% 72
2023
Q1 		$126M Buy
4,944,170
+571,984
+13% +$14.5M 0.34% 71
2022
Q4 		$106M Buy
+4,372,186
New +$106M 0.39% 66

Other funds holding DFAC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
RWM
Rockwood Wealth Management New Hope, Pennsylvania $1.58B AUM 19.24% 1-Year Est. Return

Corient Private Wealth's DFAC Position: Q2 2026 in Review

Corient Private Wealth reduced its Dimensional US Core Equity 2 ETF (DFAC) stake by 6.4% in Q2 2026, selling an estimated $11.5M and leaving 3,935,874 shares worth $175M. The position accounts for 0.24% of the portfolio, ranked #77.

Corient Private Wealth first reported a position in DFAC in Q4 2022 and has held it in 15 quarters since. The position peaked at $184M in Q3 2024. 1,219 funds tracked by Wall St. Rank hold DFAC as of Q2 2026.

  • Corient Private Wealth held 3,935,874 shares of Dimensional US Core Equity 2 ETF worth $175M as of Q2 2026.
  • Corient Private Wealth sold 269,885 Dimensional US Core Equity 2 ETF shares in Q2 2026, an estimated $11.5M.
  • Dimensional US Core Equity 2 ETF made up 0.24% of Corient Private Wealth's portfolio in Q2 2026, its #77 holding.
  • Corient Private Wealth first reported a position in Dimensional US Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Dimensional US Core Equity 2 ETF position peaked at $184M in Q3 2024.
  • 1,219 funds tracked by Wall St. Rank held Dimensional US Core Equity 2 ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.