Arcadia Wealth Management (New Hampshire)’s Dimensional US Real Estate ETF DFAR Stock Holding History

Arcadia Wealth Management (New Hampshire)’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	$1.22M	Sell	51,573 -2,522	-5%	-$60.6K	0.44%	37
2025 Q4	$1.24M	Sell	54,095 -943	-2%	-$22.1K	0.46%	38
2025 Q3	$1.31M	Sell	55,038 -8,329	-13%	-$196K	0.52%	34
2025 Q2	$1.49M	Buy	63,367 +5,361	+9%	+$124K	0.65%	26
2025 Q1	$1.38M	Buy	58,006 +1,239	+2%	+$29.2K	0.68%	26
2024 Q4	$1.32M	Buy	56,767 +3,482	+7%	+$86.2K	0.67%	25
2024 Q3	$1.37M	Buy	53,285 +2,613	+5%	+$63.3K	0.72%	25
2024 Q2	$1.12M	Buy	50,672 +1,702	+3%	+$36.6K	0.64%	29
2024 Q1	$1.1M	Buy	48,970 +1,259	+3%	+$27.7K	0.68%	26
2023 Q4	$1.08M	Buy	+47,711	New	+$977K	0.75%	23

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 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

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 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

Arcadia Wealth Management (New Hampshire)'s DFAR Position: Q1 2026 in Review

Arcadia Wealth Management (New Hampshire) reduced its Dimensional US Real Estate ETF (DFAR) stake by 4.7% in Q1 2026, selling an estimated $60.6K and leaving 51,573 shares worth $1.22M. The position accounts for 0.44% of the portfolio, ranked #37.

Arcadia Wealth Management (New Hampshire) first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.49M in Q2 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Arcadia Wealth Management (New Hampshire) held 51,573 shares of Dimensional US Real Estate ETF worth $1.22M as of Q1 2026.
Arcadia Wealth Management (New Hampshire) sold 2,522 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $60.6K.
Dimensional US Real Estate ETF made up 0.44% of Arcadia Wealth Management (New Hampshire)'s portfolio in Q1 2026, its #37 holding.
Arcadia Wealth Management (New Hampshire) first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Arcadia Wealth Management (New Hampshire)'s Dimensional US Real Estate ETF position peaked at $1.49M in Q2 2025.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Arcadia Wealth Management (New Hampshire)'s 13F filing for Q1 2026, filed 27 Apr 2026.