Corient Private Wealth
DFIV icon

Corient Private Wealth’s Dimensional International Value ETF DFIV Stock Holding History

Corient Private Wealth’s Portfolio DFIV Stock Details DFIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$190M Sell
3,517,784
-1,925,112
-35% -$106M 0.26% 69
2026
Q1 		$287M Buy
5,442,896
+660,481
+14% +$35M 0.41% 45
2025
Q4 		$239M Buy
4,782,415
+1,753,437
+58% +$83.3M 0.32% 60
2025
Q3 		$140M Sell
3,028,978
-885,148
-23% -$39.6M 0.22% 95
2025
Q2 		$168M Buy
3,914,126
+289,313
+8% +$11.8M 0.22% 88
2025
Q1 		$143M Buy
3,624,813
+617,162
+21% +$23.6M 0.23% 100
2024
Q4 		$107M Buy
3,007,651
+350,882
+13% +$12.9M 0.18% 122
2024
Q3 		$101M Buy
2,656,769
+252,067
+10% +$9.32M 0.16% 140
2024
Q2 		$86.4M Buy
2,404,702
+95,782
+4% +$3.53M 0.15% 145
2024
Q1 		$84.9M Buy
2,308,920
+106,976
+5% +$3.71M 0.15% 152
2023
Q4 		$75.7M Buy
2,201,944
+50,542
+2% +$1.65M 0.14% 162
2023
Q3 		$70.2M Buy
2,151,402
+20,363
+1% +$678K 0.16% 143
2023
Q2 		$70M Sell
2,131,039
-32,430
-1% -$1.07M 0.16% 142
2023
Q1 		$69.7M Sell
2,163,469
-29,258
-1% -$944K 0.19% 128
2022
Q4 		$66.7M Buy
+2,192,727
New +$63.6M 0.24% 106

Other funds holding DFIV

Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Corient Private Wealth reduced its Dimensional International Value ETF (DFIV) stake by 35% in Q2 2026, selling an estimated $106M and leaving 3,517,784 shares worth $190M. The position accounts for 0.26% of the portfolio, ranked #69.

Corient Private Wealth first reported a position in DFIV in Q4 2022 and has held it in 15 quarters since. The position peaked at $287M in Q1 2026. 892 funds tracked by Wall St. Rank hold DFIV as of Q2 2026.

  • Corient Private Wealth held 3,517,784 shares of Dimensional International Value ETF worth $190M as of Q2 2026.
  • Corient Private Wealth sold 1,925,112 Dimensional International Value ETF shares in Q2 2026, an estimated $106M.
  • Dimensional International Value ETF made up 0.26% of Corient Private Wealth's portfolio in Q2 2026, its #69 holding.
  • Corient Private Wealth first reported a position in Dimensional International Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Dimensional International Value ETF position peaked at $287M in Q1 2026.
  • 892 funds tracked by Wall St. Rank held Dimensional International Value ETF as of Q2 2026.

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