Corient Private Wealth
DFSU

Corient Private Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Corient Private Wealth’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.65M Sell
206,975
-6,799
-3% -$308K 0.01% 659
2026
Q1 		$7.29M Buy
213,774
+45,049
+27% +$1.95M 0.01% 728
2025
Q4 		$7.33M Buy
168,725
+11,516
+7% +$494K 0.01% 642
2025
Q3 		$6.68M Buy
157,209
+6,152
+4% +$252K 0.01% 622
2025
Q2 		$5.93M Sell
151,057
-40,954
-21% -$1.49M 0.01% 653
2025
Q1 		$6.88M Sell
192,011
-463
-0.2% -$17.6K 0.01% 596
2024
Q4 		$7.29M Sell
192,474
-10,185
-5% -$390K 0.01% 597
2024
Q3 		$7.53M Buy
202,659
+1,668
+0.8% +$59.6K 0.01% 641
2024
Q2 		$7.01M Sell
200,991
-1,974
-1% -$66.9K 0.01% 611
2024
Q1 		$6.98M Sell
202,965
-5,605
-3% -$182K 0.01% 617
2023
Q4 		$6.49M Buy
+208,570
New +$6.01M 0.01% 626
2023
Q3 		– Sell
-190,696
Closed -$5.47M – 2168
2023
Q2 		$5.47M Buy
190,696
+19,248
+11% +$521K 0.01% 606
2023
Q1 		$4.56M Buy
171,448
+65,148
+61% +$1.71M 0.01% 620
2022
Q4 		$2.65M Buy
+106,300
New +$2.7M 0.01% 644

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
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
CC
Citrine Capital San Francisco, California $270M AUM 11.56% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

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

Corient Private Wealth reduced its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 3.2% in Q2 2026, selling an estimated $308K and leaving 206,975 shares worth $9.65M. The position accounts for 0.01% of the portfolio, ranked #659.

Corient Private Wealth first reported a position in DFSU in Q4 2022 and has held it in 14 quarters since. 276 funds tracked by Wall St. Rank hold DFSU as of Q2 2026.

  • Corient Private Wealth held 206,975 shares of Dimensional US Sustainability Core 1 ETF worth $9.65M as of Q2 2026.
  • Corient Private Wealth sold 6,799 Dimensional US Sustainability Core 1 ETF shares in Q2 2026, an estimated $308K.
  • Dimensional US Sustainability Core 1 ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #659 holding.
  • Corient Private Wealth first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and has held it in 14 quarters since.
  • 276 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q2 2026.

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