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 Q2	$611K	Buy	7,377 +1,097	+17%	+$88.5K	﹤0.01%	2086
2026 Q1	$463K	Buy	6,280 +1,005	+19%	+$76.5K	﹤0.01%	2074
2025 Q4	$390K	Buy	5,275 +8	+0.2%	+$582	﹤0.01%	2005
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

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

Wealth Management Nebraska Norfolk, Nebraska $1.14B AUM 11.78% 1-Year Est. Return

Arlington Financial Advisors Santa Barbara, California $796M AUM 16.35% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Sivia Capital Partners Mill Valley, California $822M AUM 48.82% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return

Abacus Planning Group Columbia, South Carolina $830M AUM 16.3% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Corient Private Wealth increased its Dimensional World Equity ETF (DFAW) stake by 17% in Q2 2026, buying an estimated $88.5K and bringing the position to 7,377 shares worth $611K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Corient Private Wealth first reported a position in DFAW in Q1 2025 and has held it in 5 quarters since. 214 funds tracked by Wall St. Rank hold DFAW as of Q2 2026.

Corient Private Wealth held 7,377 shares of Dimensional World Equity ETF worth $611K as of Q2 2026.
Corient Private Wealth bought 1,097 Dimensional World Equity ETF shares in Q2 2026, an estimated $88.5K.
Dimensional World Equity ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2086 holding.
Corient Private Wealth first reported a position in Dimensional World Equity ETF in Q1 2025 and has held it in 5 quarters since.
214 funds tracked by Wall St. Rank held Dimensional World Equity ETF as of Q2 2026.

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