Aegis Wealth Management (Maryland)’s Dimensional US Real Estate ETF DFAR Stock Holding History

Aegis Wealth Management (Maryland)’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 Q2	$831K	Hold	31,776	–	–	0.39%	61
2026 Q1	$752K	Buy	31,776 +2,625	+9%	+$63.1K	0.43%	50
2025 Q4	$668K	Sell	29,151 -18,372	-39%	-$430K	0.38%	54
2025 Q3	$1.13M	Sell	47,523 -4,214	-8%	-$99.4K	0.61%	41
2025 Q2	$1.23M	Hold	51,737	–	–	0.74%	37
2025 Q1	$1.23M	Buy	51,737 +1,382	+3%	+$32.6K	0.72%	38
2024 Q4	$1.17M	Buy	+50,355	New	+$1.25M	0.79%	34

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

MFT

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s DFAR Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its Dimensional US Real Estate ETF (DFAR) position steady in Q2 2026 at 31,776 shares worth $831K. The position accounts for 0.39% of the portfolio, ranked #61.

Aegis Wealth Management (Maryland) first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.23M in Q2 2025. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Aegis Wealth Management (Maryland) held 31,776 shares of Dimensional US Real Estate ETF worth $831K as of Q2 2026.
Aegis Wealth Management (Maryland) left its Dimensional US Real Estate ETF share count unchanged in Q2 2026.
Dimensional US Real Estate ETF made up 0.39% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #61 holding.
Aegis Wealth Management (Maryland) first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
Aegis Wealth Management (Maryland)'s Dimensional US Real Estate ETF position peaked at $1.23M in Q2 2025.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.