Corient Private Wealth
DFUS

Corient Private Wealth’s Dimensional US Equity ETF DFUS Stock Holding History

Corient Private Wealth’s Portfolio DFUS Stock Details DFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$106M Sell
1,298,158
-353,089
-21% -$27.9M 0.15% 137
2026
Q1 		$117M Sell
1,651,247
-54,983
-3% -$4.07M 0.17% 127
2025
Q4 		$127M Buy
1,706,230
+994,043
+140% +$73M 0.17% 122
2025
Q3 		$51.1M Sell
712,187
-1,013,563
-59% -$70.6M 0.08% 227
2025
Q2 		$116M Sell
1,725,750
-202,999
-11% -$12.6M 0.15% 130
2025
Q1 		$117M Buy
1,928,749
+343,927
+22% +$22M 0.19% 120
2024
Q4 		$101M Sell
1,584,822
-47,248
-3% -$3.03M 0.17% 135
2024
Q3 		$102M Sell
1,632,070
-15,495
-0.9% -$928K 0.16% 138
2024
Q2 		$97M Buy
1,647,565
+14,449
+0.9% +$821K 0.17% 134
2024
Q1 		$93.1M Sell
1,633,116
-27,261
-2% -$1.48M 0.17% 141
2023
Q4 		$86M Sell
1,660,377
-59,264
-3% -$2.87M 0.16% 146
2023
Q3 		$80M Sell
1,719,641
-29,634
-2% -$1.43M 0.18% 124
2023
Q2 		$84.2M Buy
1,749,275
+15,138
+0.9% +$689K 0.19% 117
2023
Q1 		$77M Buy
1,734,137
+19,938
+1% +$866K 0.21% 121
2022
Q4 		$71.3M Buy
+1,714,199
New +$71.7M 0.26% 98

Other funds holding DFUS

Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
PL
Plancorp LLC Saint Louis, Missouri $4.1B AUM 25.19% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

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

Corient Private Wealth reduced its Dimensional US Equity ETF (DFUS) stake by 21% in Q2 2026, selling an estimated $27.9M and leaving 1,298,158 shares worth $106M. The position accounts for 0.15% of the portfolio, ranked #137.

Corient Private Wealth first reported a position in DFUS in Q4 2022 and has held it in 15 quarters since. The position peaked at $127M in Q4 2025. 868 funds tracked by Wall St. Rank hold DFUS as of Q2 2026.

  • Corient Private Wealth held 1,298,158 shares of Dimensional US Equity ETF worth $106M as of Q2 2026.
  • Corient Private Wealth sold 353,089 Dimensional US Equity ETF shares in Q2 2026, an estimated $27.9M.
  • Dimensional US Equity ETF made up 0.15% of Corient Private Wealth's portfolio in Q2 2026, its #137 holding.
  • Corient Private Wealth first reported a position in Dimensional US Equity ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Dimensional US Equity ETF position peaked at $127M in Q4 2025.
  • 868 funds tracked by Wall St. Rank held Dimensional US Equity ETF as of Q2 2026.

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