Corient Private Wealth
DFSE

Corient Private Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Corient Private Wealth’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.62M Sell
53,535
-857
-2% -$41K ﹤0.01% 1218
2026
Q1 		$1.94M Buy
54,392
+10,008
+23% +$440K ﹤0.01% 1282
2025
Q4 		$1.84M Buy
44,384
+1,973
+5% +$81.6K ﹤0.01% 1201
2025
Q3 		$1.74M Buy
42,411
+8,727
+26% +$345K ﹤0.01% 1134
2025
Q2 		$1.28M Sell
33,684
-32,366
-49% -$1.13M ﹤0.01% 1243
2025
Q1 		$2.22M Buy
66,050
+3,692
+6% +$125K ﹤0.01% 937
2024
Q4 		$2.07M Buy
62,358
+2,317
+4% +$79.8K ﹤0.01% 983
2024
Q3 		$2.13M Buy
60,041
+732
+1% +$24.7K ﹤0.01% 1066
2024
Q2 		$1.98M Sell
59,309
-2,912
-5% -$96K ﹤0.01% 1022
2024
Q1 		$2M Buy
62,221
+890
+1% +$27.8K ﹤0.01% 1021
2023
Q4 		$1.94M Buy
+61,331
New +$1.83M ﹤0.01% 1016
2023
Q3 		– Sell
-56,478
Closed -$1.72M – 2169
2023
Q2 		$1.72M Buy
56,478
+10,892
+24% +$326K ﹤0.01% 950
2023
Q1 		$1.36M Buy
45,586
+19,367
+74% +$574K ﹤0.01% 975
2022
Q4 		$739K Buy
+26,219
New +$731K ﹤0.01% 1009

Other funds holding DFSE

AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM

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

Corient Private Wealth reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 1.6% in Q2 2026, selling an estimated $41K and leaving 53,535 shares worth $2.62M. The position accounts for ﹤0.01% of the portfolio, ranked #1218.

Corient Private Wealth first reported a position in DFSE in Q4 2022 and has held it in 14 quarters since. 184 funds tracked by Wall St. Rank hold DFSE as of Q2 2026.

  • Corient Private Wealth held 53,535 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $2.62M as of Q2 2026.
  • Corient Private Wealth sold 857 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q2 2026, an estimated $41K.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1218 holding.
  • Corient Private Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • 184 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q2 2026.

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