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

Andrews Lucia 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 Q2	$2.82M	Buy	107,609 +15,099	+16%	+$388K	1.47%	13
2026 Q1	$2.19M	Buy	92,510 +11,317	+14%	+$272K	1.31%	13
2025 Q4	$1.86M	Buy	81,193 +4,527	+6%	+$106K	1.11%	12
2025 Q3	$1.83M	Buy	76,666 +8,799	+13%	+$207K	1.1%	12
2025 Q2	$1.59M	Buy	67,867 +1,166	+2%	+$27.1K	1.03%	12
2025 Q1	$1.55M	Buy	66,701 +5,348	+9%	+$126K	1.04%	13
2024 Q4	$1.57M	Buy	61,353 +3,469	+6%	+$85.9K	1.05%	13
2024 Q3	$1.28M	Buy	57,884 +11,418	+25%	+$276K	0.91%	14
2024 Q2	$1.04M	Hold	46,466	–	–	0.73%	16
2024 Q1	$1.04M	Buy	46,466 +2,536	+6%	+$55.9K	0.74%	15
2023 Q4	$999K	Buy	43,930 +6,490	+17%	+$133K	0.77%	15
2023 Q3	$731K	Buy	37,440 +2,667	+8%	+$56.6K	0.63%	16
2023 Q2	$748K	Buy	34,773 +3,115	+10%	+$65.9K	0.62%	16
2023 Q1	$680K	Buy	31,658 +5,298	+20%	+$117K	0.6%	16
2022 Q4	$558K	Buy	26,360 +2,596	+11%	+$55K	0.52%	17
2022 Q3	$488K	Buy	+23,764	New	+$564K	0.51%	20

Other funds holding DFAR

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

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 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

Andrews Lucia Wealth Management's DFAR Position: Q2 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 16% in Q2 2026, buying an estimated $388K and bringing the position to 107,609 shares worth $2.82M. The position accounts for 1.47% of the portfolio, ranked #13.

Andrews Lucia Wealth Management first reported a position in DFAR in Q3 2022 and has held it in 16 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Andrews Lucia Wealth Management held 107,609 shares of Dimensional US Real Estate ETF worth $2.82M as of Q2 2026.
Andrews Lucia Wealth Management bought 15,099 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $388K.
Dimensional US Real Estate ETF made up 1.47% of Andrews Lucia Wealth Management's portfolio in Q2 2026, its #13 holding.
Andrews Lucia Wealth Management first reported a position in Dimensional US Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.