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
Q2 		$25.7M Sell
689,941
-12,265
-2% -$460K 0.04% 349
2026
Q1 		$24.9M Sell
702,206
-38,165
-5% -$1.39M 0.04% 359
2025
Q4 		$25.5M Buy
740,371
+487,701
+193% +$16.3M 0.03% 351
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 $80.9B AUM 26.08% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
EK
Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RIM
RW Investment Management Eagle, Idaho $1.14B AUM
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Corient Private Wealth reduced its Dimensional International Core Equity 2 ETF (DFIC) stake by 1.7% in Q2 2026, selling an estimated $460K and leaving 689,941 shares worth $25.7M. The position accounts for 0.04% of the portfolio, ranked #349.

Corient Private Wealth first reported a position in DFIC in Q4 2022 and has held it in 15 quarters since. 636 funds tracked by Wall St. Rank hold DFIC as of Q2 2026.

  • Corient Private Wealth held 689,941 shares of Dimensional International Core Equity 2 ETF worth $25.7M as of Q2 2026.
  • Corient Private Wealth sold 12,265 Dimensional International Core Equity 2 ETF shares in Q2 2026, an estimated $460K.
  • Dimensional International Core Equity 2 ETF made up 0.04% of Corient Private Wealth's portfolio in Q2 2026, its #349 holding.
  • Corient Private Wealth first reported a position in Dimensional International Core Equity 2 ETF in Q4 2022 and has held it in 15 quarters since.
  • 636 funds tracked by Wall St. Rank held Dimensional International Core Equity 2 ETF as of Q2 2026.

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