Corient Private Wealth
DFGR icon

Corient Private Wealth’s Dimensional Global Real Estate ETF DFGR Stock Holding History

Corient Private Wealth’s Portfolio DFGR Stock Details DFGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.78M Sell
199,437
-384,134
-66% -$11M 0.01% 845
2026
Q1 		$15.5M Sell
583,571
-99,406
-15% -$2.73M 0.02% 468
2025
Q4 		$18M Buy
682,977
+104,596
+18% +$2.82M 0.02% 425
2025
Q3 		$15.8M Sell
578,381
-389,128
-40% -$10.5M 0.02% 432
2025
Q2 		$26M Sell
967,509
-322,729
-25% -$8.47M 0.03% 342
2025
Q1 		$33.9M Sell
1,290,238
-496,724
-28% -$12.9M 0.06% 292
2024
Q4 		$45.6M Sell
1,786,962
-260,787
-13% -$7.16M 0.08% 241
2024
Q3 		$59.1M Sell
2,047,749
-41,612
-2% -$1.13M 0.09% 210
2024
Q2 		$52.2M Sell
2,089,361
-115,608
-5% -$2.85M 0.09% 220
2024
Q1 		$56.3M Buy
2,204,969
+26,214
+1% +$657K 0.1% 209
2023
Q4 		$56.6M Buy
2,178,755
+417,498
+24% +$9.79M 0.1% 199
2023
Q3 		$39.5M Buy
1,761,257
+148,967
+9% +$3.6M 0.09% 236
2023
Q2 		$39.3M Buy
1,612,290
+409,862
+34% +$9.98M 0.09% 224
2023
Q1 		$29.5M Buy
1,202,428
+638,307
+113% +$16.1M 0.08% 238
2022
Q4 		$13.8M Buy
+564,121
New +$13.9M 0.05% 315

Other funds holding DFGR

FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $4.14B AUM 21.49% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
LFA
LifeGuide Financial Advisors Mechanicsburg, Pennsylvania $351M AUM 11.66% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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

Corient Private Wealth reduced its Dimensional Global Real Estate ETF (DFGR) stake by 66% in Q2 2026, selling an estimated $11M and leaving 199,437 shares worth $5.78M. The position accounts for 0.01% of the portfolio, ranked #845.

Corient Private Wealth first reported a position in DFGR in Q4 2022 and has held it in 15 quarters since. The position peaked at $59.1M in Q3 2024. 339 funds tracked by Wall St. Rank hold DFGR as of Q2 2026.

  • Corient Private Wealth held 199,437 shares of Dimensional Global Real Estate ETF worth $5.78M as of Q2 2026.
  • Corient Private Wealth sold 384,134 Dimensional Global Real Estate ETF shares in Q2 2026, an estimated $11M.
  • Dimensional Global Real Estate ETF made up 0.01% of Corient Private Wealth's portfolio in Q2 2026, its #845 holding.
  • Corient Private Wealth first reported a position in Dimensional Global Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • Corient Private Wealth's Dimensional Global Real Estate ETF position peaked at $59.1M in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Dimensional Global Real Estate ETF as of Q2 2026.

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