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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
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
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

Andrews Lucia Wealth Management's DFAR Position: Q1 2026 in Review

Andrews Lucia Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 14% in Q1 2026, buying an estimated $272K and bringing the position to 92,510 shares worth $2.19M. The position accounts for 1.31% of the portfolio, ranked #13.

Andrews Lucia Wealth Management first reported a position in DFAR in Q3 2022 and has held it in 15 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Andrews Lucia Wealth Management held 92,510 shares of Dimensional US Real Estate ETF worth $2.19M as of Q1 2026.
  • Andrews Lucia Wealth Management bought 11,317 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $272K.
  • Dimensional US Real Estate ETF made up 1.31% of Andrews Lucia Wealth Management's portfolio in Q1 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 15 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Andrews Lucia Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.