APC
DFAR icon

Asset Planning Corporation’s Dimensional US Real Estate ETF DFAR Stock Holding History

Asset Planning Corporation’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
2025
Q3 		$5.33M Buy
223,428
+6,512
+3% +$154K 2.53% 16
2025
Q2 		$5.09M Buy
216,916
+69
+0% +$1.6K 2.71% 14
2025
Q1 		$5.15M Sell
216,847
-7,191
-3% -$170K 3.04% 13
2024
Q4 		$5.21M Sell
224,038
-103,623
-32% -$2.57M 3.26% 13
2024
Q3 		$8.4M Sell
327,661
-6,712
-2% -$162K 5.48% 6
2024
Q2 		$7.39M Sell
334,373
-358
-0.1% -$7.69K 5.53% 7
2024
Q1 		$7.49M Sell
334,731
-2,080
-0.6% -$45.8K 5.47% 9
2023
Q4 		$7.66M Buy
336,811
+35,264
+12% +$722K 5.92% 9
2023
Q3 		$5.89M Buy
301,547
+14,912
+5% +$316K 4.53% 12
2023
Q2 		$6.17M Buy
286,635
+35,686
+14% +$755K 4.69% 11
2023
Q1 		$5.39M Buy
250,949
+3,112
+1% +$68.4K 4.33% 10
2022
Q4 		$5.24M Buy
247,837
+35,366
+17% +$749K 4.36% 10
2022
Q3 		$4.37M Buy
212,471
+14,548
+7% +$345K 4.09% 11
2022
Q2 		$4.57M Buy
197,923
+11,644
+6% +$291K 3.97% 11
2022
Q1 		$5.05M Buy
+186,279
New +$4.85M 4.41% 10

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
HighTower Advisors
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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Asset Planning Corporation's DFAR Position: Q3 2025 in Review

Asset Planning Corporation increased its Dimensional US Real Estate ETF (DFAR) stake by 3% in Q3 2025, buying an estimated $154K and bringing the position to 223,428 shares worth $5.33M. The position accounts for 2.53% of the portfolio, ranked #16.

Asset Planning Corporation first reported a position in DFAR in Q1 2022 and has held it in 15 quarters since. The position peaked at $8.4M in Q3 2024. 258 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

  • Asset Planning Corporation held 223,428 shares of Dimensional US Real Estate ETF worth $5.33M as of Q3 2025.
  • Asset Planning Corporation bought 6,512 Dimensional US Real Estate ETF shares in Q3 2025, an estimated $154K.
  • Dimensional US Real Estate ETF made up 2.53% of Asset Planning Corporation's portfolio in Q3 2025, its #16 holding.
  • Asset Planning Corporation first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 15 quarters since.
  • Asset Planning Corporation's Dimensional US Real Estate ETF position peaked at $8.4M in Q3 2024.
  • 258 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2025.

Based on Asset Planning Corporation's 13F filing for Q3 2025, filed 6 Nov 2025.