Corient Private Wealth
DFIC icon

Corient Private Wealth’s Dimensional International Core Equity 2 ETF DFIC Stock Holding History

Corient Private Wealth’s Portfolio DFIC Stock Details DFIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$24.9M Sell
702,206
-778,536
-53% -$28.3M 0.04% 359
2025
Q4 		$51M Buy
1,480,742
+1,228,072
+486% +$41M 0.03% 355
2025
Q3 		$8.29M Sell
252,670
-517,897
-67% -$16.5M 0.01% 561
2025
Q2 		$24M Buy
770,567
+534,875
+227% +$15.7M 0.03% 357
2025
Q1 		$6.55M Buy
235,692
+5,109
+2% +$140K 0.01% 617
2024
Q4 		$5.96M Buy
230,583
+9
+0% +$241 0.01% 653
2024
Q3 		$6.49M Buy
230,574
+3,482
+2% +$94.3K 0.01% 681
2024
Q2 		$5.97M Buy
227,092
+10,092
+5% +$269K 0.01% 662
2024
Q1 		$5.8M Buy
217,000
+10,526
+5% +$270K 0.01% 672
2023
Q4 		$5.27M Buy
206,474
+7,561
+4% +$180K 0.01% 689
2023
Q3 		$4.64M Buy
198,913
+17,154
+9% +$416K 0.01% 650
2023
Q2 		$4.41M Buy
181,759
+2,153
+1% +$52.4K 0.01% 663
2023
Q1 		$4.32M Buy
179,606
+120,630
+205% +$2.87M 0.01% 632
2022
Q4 		$1.32M Buy
+58,976
New +$1.26M ﹤0.01% 829

Other funds holding DFIC

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.64B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.03B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.27B AUM 15.81% 1-Year Est. Return