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

Arcadia Wealth Management (New York)’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 		$4.36M Buy
184,485
+6,876
+4% +$165K 2.36% 10
2025
Q4 		$4.07M Buy
177,609
+12,312
+7% +$288K 2.33% 9
2025
Q3 		$3.94M Buy
165,297
+7,104
+4% +$167K 2.39% 8
2025
Q2 		$3.71M Buy
158,193
+6,714
+4% +$156K 2.53% 8
2025
Q1 		$3.6M Buy
151,479
+12,748
+9% +$301K 2.81% 7
2024
Q4 		$3.23M Buy
+138,731
New +$3.43M 2.74% 5

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 $103B AUM 28.65% 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 $2.57B AUM 21.7% 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 $625M AUM 16.29% 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

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

Arcadia Wealth Management (New York) increased its Dimensional US Real Estate ETF (DFAR) stake by 3.9% in Q1 2026, buying an estimated $165K and bringing the position to 184,485 shares worth $4.36M. The position accounts for 2.36% of the portfolio, ranked #10.

Arcadia Wealth Management (New York) first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Arcadia Wealth Management (New York) held 184,485 shares of Dimensional US Real Estate ETF worth $4.36M as of Q1 2026.
  • Arcadia Wealth Management (New York) bought 6,876 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $165K.
  • Dimensional US Real Estate ETF made up 2.36% of Arcadia Wealth Management (New York)'s portfolio in Q1 2026, its #10 holding.
  • Arcadia Wealth Management (New York) first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Arcadia Wealth Management (New York)'s 13F filing for Q1 2026, filed 14 May 2026.