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Accurate Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Accurate Wealth Management’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 		– Sell
-18,617
Closed -$431K – 543
2025
Q4 		$431K Buy
18,617
+299
+2% +$7K 0.05% 333
2025
Q3 		$429K Buy
18,318
+110
+0.6% +$2.59K 0.06% 320
2025
Q2 		$429K Buy
+18,208
New +$423K 0.07% 285

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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
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
VT
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
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

Accurate Wealth Management's DFAR Position: Q1 2026 in Review

Accurate Wealth Management sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2026, closing a stake of 18,617 shares — an estimated $431K sold.

Accurate Wealth Management first reported a position in DFAR in Q2 2025 and held it in 3 quarters. The position peaked at $431K in Q4 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Accurate Wealth Management reported no remaining Dimensional US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Accurate Wealth Management sold 18,617 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $431K.
  • Accurate Wealth Management first reported a position in Dimensional US Real Estate ETF in Q2 2025 and held it in 3 quarters.
  • Accurate Wealth Management's Dimensional US Real Estate ETF position peaked at $431K in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Accurate Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.