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
Q2 		$5.31M Sell
117,845
-9,183
-7% -$413K 0.01% 875
2026
Q1 		$4.23M Buy
127,028
+34,871
+38% +$1.54M 0.01% 914
2025
Q4 		$3.95M Buy
92,157
+3,325
+4% +$138K 0.01% 853
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 $97.6B AUM 29.43% 1-Year Est. Return
MPW
MASECO Private Wealth London $3.56B AUM 16.28% 1-Year Est. Return
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
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return

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

Corient Private Wealth reduced its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 7.2% in Q2 2026, selling an estimated $413K and leaving 117,845 shares worth $5.31M. The position accounts for 0.01% of the portfolio, ranked #875.

Corient Private Wealth first reported a position in DFSI in Q4 2022 and has held it in 15 quarters since. 237 funds tracked by Wall St. Rank hold DFSI as of Q2 2026.

  • Corient Private Wealth held 117,845 shares of Dimensional International Sustainability Core 1 ETF worth $5.31M as of Q2 2026.
  • Corient Private Wealth sold 9,183 Dimensional International Sustainability Core 1 ETF shares in Q2 2026, an estimated $413K.
  • Dimensional International Sustainability Core 1 ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #875 holding.
  • Corient Private Wealth first reported a position in Dimensional International Sustainability Core 1 ETF in Q4 2022 and has held it in 15 quarters since.
  • 237 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q2 2026.

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