Corient Private Wealth
DFAR icon

Corient Private Wealth’s Dimensional US Real Estate ETF 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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
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 Dimensional US Real Estate ETF (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. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

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

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