ARA
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Approach Retirement Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Approach Retirement Advisors’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 		$807K Sell
30,866
-949
-3% -$24.4K 0.59% 35
2026
Q1 		$752K Sell
31,815
-438
-1% -$10.5K 0.63% 35
2025
Q4 		$739K Buy
+32,253
New +$755K 0.64% 36

Other funds holding DFAR

HighTower Advisors
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
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
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Approach Retirement Advisors's DFAR Position: Q2 2026 in Review

Approach Retirement Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 3% in Q2 2026, selling an estimated $24.4K and leaving 30,866 shares worth $807K. The position accounts for 0.59% of the portfolio, ranked #35.

Approach Retirement Advisors first reported a position in DFAR in Q4 2025 and has held it in 3 quarters since. 167 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Approach Retirement Advisors held 30,866 shares of Dimensional US Real Estate ETF worth $807K as of Q2 2026.
  • Approach Retirement Advisors sold 949 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $24.4K.
  • Dimensional US Real Estate ETF made up 0.59% of Approach Retirement Advisors's portfolio in Q2 2026, its #35 holding.
  • Approach Retirement Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 167 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Approach Retirement Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.