Corient Private Wealth
DFAW icon

Corient Private Wealth’s Dimensional World Equity ETF DFAW Stock Holding History

Corient Private Wealth’s Portfolio DFAW Stock Details DFAW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$463K Sell
6,280
-4,270
-40% -$325K ﹤0.01% 2074
2025
Q4 		$780K Buy
10,550
+5,283
+100% +$384K ﹤0.01% 2028
2025
Q3 		$378K Buy
+5,267
New +$366K ﹤0.01% 1976
2025
Q2 		– Sell
-5,131
Closed -$314K – 2463
2025
Q1 		$314K Buy
+5,131
New +$325K ﹤0.01% 1829

Other funds holding DFAW

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
WMN
Wealth Management Nebraska Norfolk, Nebraska $987M AUM 17.8% 1-Year Est. Return
AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SIS
Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
APG
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
KSWWM
Keyes Stange & Wooten Wealth Management Daytona Beach, Florida $251M AUM 20.71% 1-Year Est. Return

Corient Private Wealth's DFAW Position: Q1 2026 in Review

Corient Private Wealth reduced its Dimensional World Equity ETF (DFAW) stake by 40% in Q1 2026, selling an estimated $325K and leaving 6,280 shares worth $463K. The position accounts for ﹤0.01% of the portfolio, ranked #2074.

Corient Private Wealth first reported a position in DFAW in Q1 2025 and has held it in 4 quarters since. The position peaked at $780K in Q4 2025. 201 funds tracked by Wall St. Rank hold DFAW as of Q1 2026.

  • Corient Private Wealth held 6,280 shares of Dimensional World Equity ETF worth $463K as of Q1 2026.
  • Corient Private Wealth sold 4,270 Dimensional World Equity ETF shares in Q1 2026, an estimated $325K.
  • Dimensional World Equity ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2074 holding.
  • Corient Private Wealth first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 4 quarters since.
  • Corient Private Wealth's Dimensional World Equity ETF position peaked at $780K in Q4 2025.
  • 201 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.