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Advisory Alpha’s Dimensional US Real Estate ETF DFAR Stock Holding History

Advisory Alpha’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 		$796K Sell
33,676
-899
-3% -$21.6K 0.02% 234
2025
Q4 		$792K Sell
34,575
-72
-0.2% -$1.69K 0.02% 226
2025
Q3 		$824K Sell
34,647
-175
-0.5% -$4.13K 0.02% 211
2025
Q2 		$817K Sell
34,822
-507
-1% -$11.8K 0.03% 191
2025
Q1 		$840K Buy
35,329
+243
+0.7% +$5.73K 0.03% 177
2024
Q4 		$816K Sell
35,086
-1,738
-5% -$43K 0.03% 169
2024
Q3 		$944K Sell
36,824
-1,057
-3% -$25.6K 0.03% 156
2024
Q2 		$837K Sell
37,881
-505
-1% -$10.8K 0.03% 164
2024
Q1 		$859K Sell
38,386
-581
-1% -$12.8K 0.04% 171
2023
Q4 		$886K Sell
38,967
-3,490
-8% -$71.5K 0.04% 152
2023
Q3 		$829K Sell
42,457
-924
-2% -$19.6K 0.04% 156
2023
Q2 		$934K Buy
43,381
+227
+0.5% +$4.8K 0.05% 159
2023
Q1 		$927K Buy
43,154
+847
+2% +$18.6K 0.06% 124
2022
Q4 		$895K Sell
42,307
-842
-2% -$17.8K 0.06% 113
2022
Q3 		$887K Buy
+43,149
New +$1.02M 0.07% 108

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

Advisory Alpha's DFAR Position: Q1 2026 in Review

Advisory Alpha reduced its Dimensional US Real Estate ETF (DFAR) stake by 2.6% in Q1 2026, selling an estimated $21.6K and leaving 33,676 shares worth $796K. The position accounts for 0.02% of the portfolio, ranked #234.

Advisory Alpha first reported a position in DFAR in Q3 2022 and has held it in 15 quarters since. The position peaked at $944K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Advisory Alpha held 33,676 shares of Dimensional US Real Estate ETF worth $796K as of Q1 2026.
  • Advisory Alpha sold 899 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $21.6K.
  • Dimensional US Real Estate ETF made up 0.02% of Advisory Alpha's portfolio in Q1 2026, its #234 holding.
  • Advisory Alpha first reported a position in Dimensional US Real Estate ETF in Q3 2022 and has held it in 15 quarters since.
  • Advisory Alpha's Dimensional US Real Estate ETF position peaked at $944K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Advisory Alpha's 13F filing for Q1 2026, filed 14 May 2026.