Corient Private Wealth
DFSI

Corient Private Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Corient Private Wealth’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.23M Sell
127,028
-57,286
-31% -$2.54M 0.01% 914
2025
Q4 		$7.9M Buy
184,314
+95,482
+107% +$3.98M 0.01% 863
2025
Q3 		$3.64M Buy
88,832
+13,892
+19% +$557K 0.01% 829
2025
Q2 		$2.95M Sell
74,940
-70,571
-48% -$2.62M ﹤0.01% 878
2025
Q1 		$5.08M Buy
145,511
+8,735
+6% +$303K 0.01% 682
2024
Q4 		$4.49M Buy
136,776
+3,644
+3% +$124K 0.01% 736
2024
Q3 		$4.76M Buy
133,132
+6,646
+5% +$227K 0.01% 764
2024
Q2 		$4.17M Sell
126,486
-6,327
-5% -$211K 0.01% 755
2024
Q1 		$4.47M Buy
132,813
+88
+0.1% +$2.85K 0.01% 734
2023
Q4 		$4.25M Buy
132,725
+121,123
+1,044% +$3.57M 0.01% 737
2023
Q3 		$333K Sell
11,602
-109,776
-90% -$3.31M ﹤0.01% 1707
2023
Q2 		$3.7M Buy
121,378
+15,157
+14% +$462K 0.01% 720
2023
Q1 		$3.19M Buy
106,221
+44,350
+72% +$1.31M 0.01% 708
2022
Q4 		$1.72M Buy
+61,871
New +$1.7M 0.01% 755

Other funds holding DFSI

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.19B AUM 14.06% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
FF
Francis Financial $538M AUM 14.16% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $1.1B AUM 14.74% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
CC
Citrine Capital San Francisco, California $231M AUM 17.28% 1-Year Est. Return