Corient Private Wealth
DFEV icon

Corient Private Wealth’s Dimensional Emerging Markets Value ETF DFEV Stock Holding History

Corient Private Wealth’s Portfolio DFEV Stock Details DFEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.46M Sell
104,468
-7,671
-7% -$314K 0.01% 949
2026
Q1 		$4M Buy
112,139
+3,596
+3% +$131K 0.01% 933
2025
Q4 		$3.66M Buy
108,543
+11,383
+12% +$375K 0.01% 877
2025
Q3 		$3.1M Sell
97,160
-6,286
-6% -$195K ﹤0.01% 886
2025
Q2 		$3.1M Sell
103,446
-36,477
-26% -$1.01M ﹤0.01% 858
2025
Q1 		$3.78M Buy
139,923
+11,385
+9% +$306K 0.01% 761
2024
Q4 		$3.37M Buy
128,538
+8,565
+7% +$235K 0.01% 819
2024
Q3 		$3.41M Buy
119,973
+17,656
+17% +$483K 0.01% 874
2024
Q2 		$2.81M Buy
102,317
+1,763
+2% +$47.4K ﹤0.01% 893
2024
Q1 		$2.61M Buy
100,554
+4,847
+5% +$122K ﹤0.01% 916
2023
Q4 		$2.41M Buy
+95,707
New +$2.28M ﹤0.01% 921
2023
Q3 		– Sell
-63,185
Closed -$1.54M – 2166
2023
Q2 		$1.54M Buy
63,185
+1,194
+2% +$28.7K ﹤0.01% 989
2023
Q1 		$1.45M Buy
61,991
+32,085
+107% +$753K ﹤0.01% 952
2022
Q4 		$676K Buy
+29,906
New +$655K ﹤0.01% 1048

Other funds holding DFEV

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.59B AUM 26.56% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $6.7B AUM 32.7% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
BDWCC
B&D White Capital Company Lakeway, Texas $1B AUM 19.58% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $21.5B AUM 23.65% 1-Year Est. Return

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

Corient Private Wealth reduced its Dimensional Emerging Markets Value ETF (DFEV) stake by 6.8% in Q2 2026, selling an estimated $314K and leaving 104,468 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #949.

Corient Private Wealth first reported a position in DFEV in Q4 2022 and has held it in 14 quarters since. 290 funds tracked by Wall St. Rank hold DFEV as of Q2 2026.

  • Corient Private Wealth held 104,468 shares of Dimensional Emerging Markets Value ETF worth $4.46M as of Q2 2026.
  • Corient Private Wealth sold 7,671 Dimensional Emerging Markets Value ETF shares in Q2 2026, an estimated $314K.
  • Dimensional Emerging Markets Value ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #949 holding.
  • Corient Private Wealth first reported a position in Dimensional Emerging Markets Value ETF in Q4 2022 and has held it in 14 quarters since.
  • 290 funds tracked by Wall St. Rank held Dimensional Emerging Markets Value ETF as of Q2 2026.

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