AssetMark Inc’s Dimensional US Real Estate ETF DFAR Stock Holding History

AssetMark Inc’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	$20K	Buy	763 +260	+52%	+$6.68K	﹤0.01%	2181
2026 Q1	$11.9K	Hold	503	–	–	﹤0.01%	2255
2025 Q4	$11.5K	Sell	503 -324	-39%	-$7.59K	﹤0.01%	2172
2025 Q3	$19.7K	Buy	827 +323	+64%	+$7.62K	﹤0.01%	1921
2025 Q2	$11.8K	Sell	504 -135	-21%	-$3.13K	﹤0.01%	1923
2025 Q1	$15.2K	Buy	+639	New	+$15.1K	﹤0.01%	1760

Other funds holding DFAR

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

GOCP

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

AssetMark Inc's DFAR Position: Q2 2026 in Review

AssetMark Inc increased its Dimensional US Real Estate ETF (DFAR) stake by 52% in Q2 2026, buying an estimated $6.68K and bringing the position to 763 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #2181.

AssetMark Inc first reported a position in DFAR in Q1 2025 and has held it in 6 quarters since. 157 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

AssetMark Inc held 763 shares of Dimensional US Real Estate ETF worth $20K as of Q2 2026.
AssetMark Inc bought 260 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $6.68K.
Dimensional US Real Estate ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2181 holding.
AssetMark Inc first reported a position in Dimensional US Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
157 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.