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
Q1 		$287M Sell
5,442,896
-4,038,296
-43% -$214M 0.41% 45
2025
Q4 		$473M Buy
9,481,192
+6,452,214
+213% +$307M 0.32% 61
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

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