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Adero Partners’s Dimensional US Real Estate ETF DFAR Stock Holding History

Adero Partners’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
2025
Q1 		$74.4M Buy
3,131,148
+109,659
+4% +$2.59M 4.87% 5
2024
Q4 		$70.3M Buy
3,021,489
+71,643
+2% +$1.77M 4.53% 5
2024
Q3 		$75.6M Buy
2,949,846
+320
+0% +$7.75K 5.02% 4
2024
Q2 		$65.2M Buy
2,949,526
+956,688
+48% +$20.5M 4.75% 4
2024
Q1 		$44.6M Buy
1,992,838
+1,823,470
+1,077% +$40.2M 3.37% 8
2023
Q4 		$3.85M Sell
169,368
-16,900
-9% -$346K 0.33% 36
2023
Q3 		$3.64M Sell
186,268
-14,795
-7% -$314K 0.35% 34
2023
Q2 		$4.33M Sell
201,063
-10,116
-5% -$214K 0.43% 29
2023
Q1 		$4.54M Buy
211,179
+48,885
+30% +$1.08M 0.5% 29
2022
Q4 		$3.43M Sell
162,294
-67,218
-29% -$1.42M 0.41% 30
2022
Q3 		$4.58M Buy
229,512
+182,135
+384% +$4.32M 0.58% 26
2022
Q2 		$1.09M Buy
+47,377
New +$1.19M 0.15% 61

Other funds holding DFAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

Adero Partners's DFAR Position: Q1 2025 in Review

Adero Partners increased its Dimensional US Real Estate ETF (DFAR) stake by 3.6% in Q1 2025, buying an estimated $2.59M and bringing the position to 3,131,148 shares worth $74.4M. The position accounts for 4.87% of the portfolio, ranked #5.

Adero Partners first reported a position in DFAR in Q2 2022 and has held it in 12 quarters since. The position peaked at $75.6M in Q3 2024. 243 funds tracked by Wall St. Rank hold DFAR as of Q1 2025.

  • Adero Partners held 3,131,148 shares of Dimensional US Real Estate ETF worth $74.4M as of Q1 2025.
  • Adero Partners bought 109,659 Dimensional US Real Estate ETF shares in Q1 2025, an estimated $2.59M.
  • Dimensional US Real Estate ETF made up 4.87% of Adero Partners's portfolio in Q1 2025, its #5 holding.
  • Adero Partners first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 12 quarters since.
  • Adero Partners's Dimensional US Real Estate ETF position peaked at $75.6M in Q3 2024.
  • 243 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2025.

Based on Adero Partners's 13F filing for Q1 2025, filed 17 Apr 2025.