Corient Private Wealth
DFSD

Corient Private Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Corient Private Wealth’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.07M Sell
105,992
-111,974
-51% -$5.39M 0.01% 835
2025
Q4 		$10.5M Buy
217,966
+119,028
+120% +$5.74M 0.01% 767
2025
Q3 		$4.77M Buy
98,938
+2,223
+2% +$107K 0.01% 730
2025
Q2 		$4.64M Sell
96,715
-51,144
-35% -$2.44M 0.01% 720
2025
Q1 		$7.03M Buy
147,859
+829
+0.6% +$39.1K 0.01% 588
2024
Q4 		$6.89M Buy
147,030
+2,253
+2% +$107K 0.01% 609
2024
Q3 		$6.91M Sell
144,777
-618
-0.4% -$29.3K 0.01% 662
2024
Q2 		$6.83M Sell
145,395
-1,361
-0.9% -$63.9K 0.01% 618
2024
Q1 		$6.9M Buy
146,756
+3,346
+2% +$157K 0.01% 620
2023
Q4 		$6.74M Buy
143,410
+132,000
+1,157% +$6.15M 0.01% 619
2023
Q3 		$529K Sell
11,410
-61,597
-84% -$2.86M ﹤0.01% 1469
2023
Q2 		$3.38M Buy
73,007
+5,224
+8% +$243K 0.01% 740
2023
Q1 		$3.16M Buy
67,783
+36,077
+114% +$1.68M 0.01% 710
2022
Q4 		$1.46M Buy
+31,706
New +$1.46M 0.01% 800

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Corient Private Wealth's DFSD Position: Q1 2026 in Review

Corient Private Wealth reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 51% in Q1 2026, selling an estimated $5.39M and leaving 105,992 shares worth $5.07M. The position accounts for 0.01% of the portfolio, ranked #835.

Corient Private Wealth first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $10.5M in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Corient Private Wealth held 105,992 shares of Dimensional Short-Duration Fixed Income ETF worth $5.07M as of Q1 2026.
  • Corient Private Wealth sold 111,974 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $5.39M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Corient Private Wealth's portfolio in Q1 2026, its #835 holding.
  • Corient Private Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Corient Private Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $10.5M in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.