Aspect Partners’s Dimensional US Real Estate ETF DFAR Stock Holding History

Aspect Partners’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	$129K	Hold	4,925	–	–	0.05%	99
2026 Q1	$116K	Hold	4,925	–	–	0.05%	98
2025 Q4	$113K	Hold	4,925	–	–	0.05%	99
2025 Q3	$117K	Hold	4,925	–	–	0.05%	98
2025 Q2	$116K	Hold	4,925	–	–	0.06%	101
2025 Q1	$117K	Hold	4,925	–	–	0.07%	87
2024 Q4	$115K	Hold	4,925	–	–	0.07%	90
2024 Q3	$126K	Buy	+4,925	New	+$119K	0.07%	81

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Aspect Partners's DFAR Position: Q2 2026 in Review

Aspect Partners held its Dimensional US Real Estate ETF (DFAR) position steady in Q2 2026 at 4,925 shares worth $129K. The position accounts for 0.05% of the portfolio, ranked #99.

Aspect Partners first reported a position in DFAR in Q3 2024 and has held it in 8 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Aspect Partners held 4,925 shares of Dimensional US Real Estate ETF worth $129K as of Q2 2026.
Aspect Partners left its Dimensional US Real Estate ETF share count unchanged in Q2 2026.
Dimensional US Real Estate ETF made up 0.05% of Aspect Partners's portfolio in Q2 2026, its #99 holding.
Aspect Partners first reported a position in Dimensional US Real Estate ETF in Q3 2024 and has held it in 8 quarters since.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.