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 Q1	$1.18M	Sell	50,072 -49,769	-50%	-$1.2M	﹤0.01%	1557
2025 Q4	$2.29M	Buy	99,841 +52,037	+109%	+$1.22M	﹤0.01%	1461
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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 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: Q1 2026 in Review

Corient Private Wealth reduced its Dimensional US Real Estate ETF (DFAR) stake by 50% in Q1 2026, selling an estimated $1.2M and leaving 50,072 shares worth $1.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1557.

Corient Private Wealth first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.29M in Q4 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Corient Private Wealth held 50,072 shares of Dimensional US Real Estate ETF worth $1.18M as of Q1 2026.
Corient Private Wealth sold 49,769 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $1.2M.
Dimensional US Real Estate ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #1557 holding.
Corient Private Wealth first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
Corient Private Wealth's Dimensional US Real Estate ETF position peaked at $2.29M in Q4 2025.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.