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Asset Dedication LLC’s Dimensional US Real Estate ETF DFAR Stock Holding History

Asset Dedication LLC’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 		$11.3K Sell
433
-151
-26% -$3.88K ﹤0.01% 765
2026
Q1 		$13.8K Buy
584
+451
+339% +$10.8K ﹤0.01% 704
2025
Q4 		$3.05K Hold
133
– – ﹤0.01% 965
2025
Q3 		$3.17K Sell
133
-177
-57% -$4.17K ﹤0.01% 967
2025
Q2 		$7.27K Buy
310
+177
+133% +$4.11K ﹤0.01% 872
2025
Q1 		$3.16K Hold
133
– – ﹤0.01% 918
2024
Q4 		$3.1K Hold
133
– – ﹤0.01% 924
2024
Q3 		$3.41K Hold
133
– – ﹤0.01% 963
2024
Q2 		$2.94K Buy
133
+108
+432% +$2.32K ﹤0.01% 1017
2024
Q1 		$1K Hold
25
– – ﹤0.01% 917
2023
Q4 		$1K Hold
25
– – ﹤0.01% 929
2023
Q3 		$0 Sell
25
-321
-93% -$6.81K ﹤0.01% 1003
2023
Q2 		$7K Sell
346
-160
-32% -$3.38K ﹤0.01% 716
2023
Q1 		$11K Hold
506
– – ﹤0.01% 651
2022
Q4 		$11K Buy
+506
New +$10.7K ﹤0.01% 644
2022
Q2 		– Sell
-356
Closed -$10K – 594
2022
Q1 		$10K Buy
+356
New +$9.27K ﹤0.01% 650

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
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
SC
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

Asset Dedication LLC's DFAR Position: Q2 2026 in Review

Asset Dedication LLC reduced its Dimensional US Real Estate ETF (DFAR) stake by 26% in Q2 2026, selling an estimated $3.88K and leaving 433 shares worth $11.3K. The position accounts for ﹤0.01% of the portfolio, ranked #765.

Asset Dedication LLC first reported a position in DFAR in Q1 2022 and has held it in 16 quarters since. The position peaked at $13.8K in Q1 2026. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Asset Dedication LLC held 433 shares of Dimensional US Real Estate ETF worth $11.3K as of Q2 2026.
  • Asset Dedication LLC sold 151 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $3.88K.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #765 holding.
  • Asset Dedication LLC first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 16 quarters since.
  • Asset Dedication LLC's Dimensional US Real Estate ETF position peaked at $13.8K in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.