Corient Private Wealth
DFAR icon

Corient Private Wealth’s DFA Real Estate Securities Portfolio ETF Class Shares DFAR Stock Holding History

Corient Private Wealth’s Portfolio DFAR Stock Details DFAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.27M Sell
48,626
-1,446
-3% -$37.2K ﹤0.01% 1663
2026
Q1 		$1.18M Buy
50,072
+22
+0% +$529 ﹤0.01% 1557
2025
Q4 		$1.15M Buy
50,050
+2,246
+5% +$52.6K ﹤0.01% 1442
2025
Q3 		$1.14M Sell
47,804
-6,720
-12% -$158K ﹤0.01% 1373
2025
Q2 		$1.28M Sell
54,524
-31,597
-37% -$734K ﹤0.01% 1246
2025
Q1 		$2.05M Sell
86,121
-5,468
-6% -$129K ﹤0.01% 973
2024
Q4 		$2.13M Buy
91,589
+4,257
+5% +$105K ﹤0.01% 974
2024
Q3 		$2.24M Buy
87,332
+5,784
+7% +$140K ﹤0.01% 1046
2024
Q2 		$1.8M Sell
81,548
-4,137
-5% -$88.9K ﹤0.01% 1069
2024
Q1 		$1.92M Sell
85,685
-7,292
-8% -$161K ﹤0.01% 1036
2023
Q4 		$2.11M Sell
92,977
-1,732
-2% -$35.5K ﹤0.01% 978
2023
Q3 		$1.85M Sell
94,709
-3,202
-3% -$67.9K ﹤0.01% 947
2023
Q2 		$2.11M Buy
97,911
+4,791
+5% +$101K ﹤0.01% 877
2023
Q1 		$2M Buy
93,120
+51,448
+123% +$1.13M 0.01% 841
2022
Q4 		$881K Buy
+41,672
New +$883K ﹤0.01% 955

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Elwood & Goetz Wealth Advisory Group
Elwood & Goetz Wealth Advisory Group Athens, Georgia $725M AUM 17% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Moisand Fitzgerald Tamayo
Moisand Fitzgerald Tamayo Orlando, Florida $995M AUM 13.19% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Great Oak Capital Partners
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

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

Corient Private Wealth reduced its DFA Real Estate Securities Portfolio ETF Class Shares (DFAR) stake by 2.9% in Q2 2026, selling an estimated $37.2K and leaving 48,626 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Corient Private Wealth first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q3 2024. 302 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Corient Private Wealth held 48,626 shares of DFA Real Estate Securities Portfolio ETF Class Shares worth $1.27M as of Q2 2026.
  • Corient Private Wealth sold 1,446 DFA Real Estate Securities Portfolio ETF Class Shares shares in Q2 2026, an estimated $37.2K.
  • DFA Real Estate Securities Portfolio ETF Class Shares made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1663 holding.
  • Corient Private Wealth first reported a position in DFA Real Estate Securities Portfolio ETF Class Shares in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's DFA Real Estate Securities Portfolio ETF Class Shares position peaked at $2.24M in Q3 2024.
  • 302 funds tracked by Wall St. Rank held DFA Real Estate Securities Portfolio ETF Class Shares as of Q2 2026.

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