AC
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Applied Capital’s Dimensional US Real Estate ETF DFAR Stock Holding History

Applied Capital’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 		$2.72M Buy
103,831
+4,173
+4% +$107K 0.88% 20
2026
Q1 		$2.36M Buy
99,658
+3,824
+4% +$91.9K 0.88% 20
2025
Q4 		$2.19M Buy
95,834
+6,742
+8% +$158K 0.84% 19
2025
Q3 		$2.12M Buy
89,092
+6,648
+8% +$157K 0.86% 17
2025
Q2 		$1.93M Buy
82,444
+3,949
+5% +$91.7K 0.85% 16
2025
Q1 		$1.87M Buy
78,495
+4,225
+6% +$99.6K 0.92% 16
2024
Q4 		$1.73M Buy
74,270
+3,861
+5% +$95.6K 0.89% 17
2024
Q3 		$1.81M Sell
70,409
-3,006
-4% -$72.8K 0.93% 18
2024
Q2 		$1.62M Buy
73,415
+7,554
+11% +$162K 0.93% 19
2024
Q1 		$1.47M Buy
65,861
+5,971
+10% +$132K 0.87% 20
2023
Q4 		$1.36M Buy
59,890
+3,323
+6% +$68.1K 0.76% 24
2023
Q3 		$1.1M Buy
56,567
+4,686
+9% +$99.4K 0.68% 26
2023
Q2 		$1.12M Buy
51,881
+7,405
+17% +$157K 0.69% 25
2023
Q1 		$956K Buy
44,476
+5,773
+15% +$127K 0.64% 26
2022
Q4 		$819K Buy
38,703
+13,587
+54% +$288K 0.59% 25
2022
Q3 		$516K Buy
25,116
+7,283
+41% +$173K 0.35% 37
2022
Q2 		$412K Buy
+17,833
New +$446K 0.28% 40

Other funds holding DFAR

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Applied Capital's DFAR Position: Q2 2026 in Review

Applied Capital increased its Dimensional US Real Estate ETF (DFAR) stake by 4.2% in Q2 2026, buying an estimated $107K and bringing the position to 103,831 shares worth $2.72M. The position accounts for 0.88% of the portfolio, ranked #20.

Applied Capital first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. 146 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Applied Capital held 103,831 shares of Dimensional US Real Estate ETF worth $2.72M as of Q2 2026.
  • Applied Capital bought 4,173 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $107K.
  • Dimensional US Real Estate ETF made up 0.88% of Applied Capital's portfolio in Q2 2026, its #20 holding.
  • Applied Capital first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • 146 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Applied Capital's 13F filing for Q2 2026, filed 21 Jul 2026.