Corient Private Wealth
DFUV icon

Corient Private Wealth’s Dimensional US Marketwide Value ETF DFUV Stock Holding History

Corient Private Wealth’s Portfolio DFUV Stock Details DFUV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$209M Sell
3,801,714
-5,934,329
-61% -$312M 0.29% 62
2026
Q1 		$472M Sell
9,736,043
-215,216
-2% -$10.6M 0.68% 24
2025
Q4 		$464M Buy
9,951,259
+3,365,477
+51% +$153M 0.63% 24
2025
Q3 		$294M Sell
6,585,782
-1,668,891
-20% -$72.7M 0.46% 38
2025
Q2 		$349M Sell
8,254,673
-2,275,673
-22% -$91.4M 0.46% 35
2025
Q1 		$434M Sell
10,530,346
-214,591
-2% -$9.01M 0.71% 25
2024
Q4 		$440M Sell
10,744,937
-136,779
-1% -$5.81M 0.73% 23
2024
Q3 		$454M Sell
10,881,716
-67,157
-0.6% -$2.71M 0.71% 24
2024
Q2 		$430M Sell
10,948,873
-17,965
-0.2% -$711K 0.75% 25
2024
Q1 		$449M Sell
10,966,838
-95,873
-0.9% -$3.66M 0.8% 24
2023
Q4 		$412M Sell
11,062,711
-80,128
-0.7% -$2.76M 0.76% 24
2023
Q3 		$379M Sell
11,142,839
-73,747
-0.7% -$2.58M 0.87% 20
2023
Q2 		$387M Sell
11,216,586
-259,372
-2% -$8.67M 0.89% 20
2023
Q1 		$384M Sell
11,475,958
-6,679
-0.1% -$229K 1.03% 13
2022
Q4 		$384M Buy
+11,482,637
New +$382M 1.4% 5

Other funds holding DFUV

Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
IFA
Index Fund Advisors Irvine, California $2.52B AUM 26.26% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Corient Private Wealth reduced its Dimensional US Marketwide Value ETF (DFUV) stake by 61% in Q2 2026, selling an estimated $312M and leaving 3,801,714 shares worth $209M. The position accounts for 0.29% of the portfolio, ranked #62.

Corient Private Wealth first reported a position in DFUV in Q4 2022 and has held it in 15 quarters since. The position peaked at $472M in Q1 2026. 799 funds tracked by Wall St. Rank hold DFUV as of Q2 2026.

  • Corient Private Wealth held 3,801,714 shares of Dimensional US Marketwide Value ETF worth $209M as of Q2 2026.
  • Corient Private Wealth sold 5,934,329 Dimensional US Marketwide Value ETF shares in Q2 2026, an estimated $312M.
  • Dimensional US Marketwide Value ETF made up 0.29% of Corient Private Wealth's portfolio in Q2 2026, its #62 holding.
  • Corient Private Wealth first reported a position in Dimensional US Marketwide Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Dimensional US Marketwide Value ETF position peaked at $472M in Q1 2026.
  • 799 funds tracked by Wall St. Rank held Dimensional US Marketwide Value ETF as of Q2 2026.

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