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
Q1 		$117M Sell
1,651,247
-1,750,738
-51% -$130M 0.17% 127
2025
Q4 		$252M Buy
3,401,985
+2,689,798
+378% +$198M 0.17% 120
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

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MPW
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RFP
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VT
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IFA
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PL
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SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return