Ariadne Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Ariadne 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	$1.1M	Buy	46,514 +12	+0%	+$288	0.49%	44
2025 Q4	$1.14M	Sell	46,502 -26,939	-37%	-$631K	0.47%	47
2025 Q3	$1.71M	Buy	73,441 +3,300	+5%	+$77.8K	0.77%	31
2025 Q2	$1.63M	Sell	70,141 -3,259	-4%	-$75.7K	0.78%	31
2025 Q1	$1.73M	Buy	73,400 +1,341	+2%	+$31.6K	0.9%	27
2024 Q4	$1.71M	Buy	72,059 +45,390	+170%	+$1.12M	0.78%	30
2024 Q3	$660K	Buy	26,669 +8,685	+48%	+$210K	0.36%	54
2024 Q2	$397K	Buy	+17,984	New	+$386K	0.31%	78

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

Ariadne Wealth Management's DFAR Position: Q1 2026 in Review

Ariadne Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 0.03% in Q1 2026, buying an estimated $288 and bringing the position to 46,514 shares worth $1.1M. The position accounts for 0.49% of the portfolio, ranked #44.

Ariadne Wealth Management first reported a position in DFAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.73M in Q1 2025. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Ariadne Wealth Management held 46,514 shares of Dimensional US Real Estate ETF worth $1.1M as of Q1 2026.
Ariadne Wealth Management bought 12 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $288.
Dimensional US Real Estate ETF made up 0.49% of Ariadne Wealth Management's portfolio in Q1 2026, its #44 holding.
Ariadne Wealth Management first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
Ariadne Wealth Management's Dimensional US Real Estate ETF position peaked at $1.73M in Q1 2025.
287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.