Corient Private Wealth
DFSB icon

Corient Private Wealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Corient Private Wealth’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.08M Buy
135,845
+10,298
+8% +$536K 0.01% 763
2026
Q1 		$6.5M Buy
125,547
+5,127
+4% +$267K 0.01% 761
2025
Q4 		$6.24M Buy
120,420
+1,235
+1% +$65.2K 0.01% 702
2025
Q3 		$6.35M Buy
119,185
+14,330
+14% +$755K 0.01% 637
2025
Q2 		$5.5M Sell
104,855
-22,617
-18% -$1.17M 0.01% 680
2025
Q1 		$6.56M Buy
127,472
+21,233
+20% +$1.09M 0.01% 614
2024
Q4 		$5.41M Buy
106,239
+2,938
+3% +$153K 0.01% 673
2024
Q3 		$5.49M Buy
103,301
+3,032
+3% +$159K 0.01% 724
2024
Q2 		$5.12M Buy
100,269
+21,429
+27% +$1.09M 0.01% 703
2024
Q1 		$4.08M Buy
78,840
+5,395
+7% +$278K 0.01% 766
2023
Q4 		$3.81M Buy
+73,445
New +$3.69M 0.01% 775
2023
Q3 		– Sell
-108,361
Closed -$5.54M – 2167
2023
Q2 		$5.54M Buy
108,361
+6,183
+6% +$319K 0.01% 605
2023
Q1 		$5.3M Buy
102,178
+4,643
+5% +$238K 0.01% 579
2022
Q4 		$4.89M Buy
+97,535
New +$4.98M 0.02% 511

Other funds holding DFSB

AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
PWM
Parkshore Wealth Management Granite Bay, California $348M AUM 21.85% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

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

Corient Private Wealth increased its Dimensional Global Sustainability Fixed Income ETF (DFSB) stake by 8.2% in Q2 2026, buying an estimated $536K and bringing the position to 135,845 shares worth $7.08M. The position accounts for 0.01% of the portfolio, ranked #763.

Corient Private Wealth first reported a position in DFSB in Q4 2022 and has held it in 14 quarters since. 123 funds tracked by Wall St. Rank hold DFSB as of Q2 2026.

  • Corient Private Wealth held 135,845 shares of Dimensional Global Sustainability Fixed Income ETF worth $7.08M as of Q2 2026.
  • Corient Private Wealth bought 10,298 Dimensional Global Sustainability Fixed Income ETF shares in Q2 2026, an estimated $536K.
  • Dimensional Global Sustainability Fixed Income ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #763 holding.
  • Corient Private Wealth first reported a position in Dimensional Global Sustainability Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • 123 funds tracked by Wall St. Rank held Dimensional Global Sustainability Fixed Income ETF as of Q2 2026.

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