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
Q1 		$1.94M Sell
54,392
-34,376
-39% -$1.51M ﹤0.01% 1282
2025
Q4 		$3.68M Buy
88,768
+46,357
+109% +$1.92M ﹤0.01% 1211
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 $1.1B AUM 15.03% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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 $7.07B AUM 18.05% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM

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

Corient Private Wealth reduced its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 39% in Q1 2026, selling an estimated $1.51M and leaving 54,392 shares worth $1.94M. The position accounts for ﹤0.01% of the portfolio, ranked #1282.

Corient Private Wealth first reported a position in DFSE in Q4 2022 and has held it in 13 quarters since. The position peaked at $3.68M in Q4 2025. 173 funds tracked by Wall St. Rank hold DFSE as of Q1 2026.

  • Corient Private Wealth held 54,392 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.94M as of Q1 2026.
  • Corient Private Wealth sold 34,376 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2026, an estimated $1.51M.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1282 holding.
  • Corient Private Wealth first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 13 quarters since.
  • Corient Private Wealth's Dimensional Emerging Markets Sustainability Core 1 ETF position peaked at $3.68M in Q4 2025.
  • 173 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2026.

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