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

Austin 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
Q2 		$1.06M Sell
38,961
-361
-0.9% -$9.28K 0.22% 59
2026
Q1 		$948K Sell
39,322
-36,562
-48% -$879K 0.22% 59
2025
Q4 		$1.75M Sell
75,884
-4,264
-5% -$99.9K 0.26% 58
2025
Q3 		$1.93M Sell
80,148
-23,315
-23% -$550K 0.3% 55
2025
Q2 		$2.39M Sell
103,463
-115,183
-53% -$2.67M 0.43% 42
2025
Q1 		$5.01M Sell
218,646
-15,369
-7% -$362K 1% 28
2024
Q4 		$5.45M Sell
234,015
-9,048
-4% -$224K 1.13% 25
2024
Q3 		$6.11M Sell
243,063
-3,171
-1% -$76.8K 1.34% 23
2024
Q2 		$5.63M Sell
246,234
-3,332
-1% -$71.6K 1.32% 23
2024
Q1 		$5.43M Sell
249,566
-25,008
-9% -$551K 1.34% 23
2023
Q4 		$5.97M Sell
274,574
-59,449
-18% -$1.22M 1.6% 21
2023
Q3 		$6.89M Buy
+334,023
New +$7.08M 2.13% 14

Other funds holding DFAR

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
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Austin Wealth Management's DFAR Position: Q2 2026 in Review

Austin Wealth Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.92% in Q2 2026, selling an estimated $9.28K and leaving 38,961 shares worth $1.06M. The position accounts for 0.22% of the portfolio, ranked #59.

Austin Wealth Management first reported a position in DFAR in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.89M in Q3 2023. 98 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Austin Wealth Management held 38,961 shares of Dimensional US Real Estate ETF worth $1.06M as of Q2 2026.
  • Austin Wealth Management sold 361 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $9.28K.
  • Dimensional US Real Estate ETF made up 0.22% of Austin Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Austin Wealth Management first reported a position in Dimensional US Real Estate ETF in Q3 2023 and has held it in 12 quarters since.
  • Austin Wealth Management's Dimensional US Real Estate ETF position peaked at $6.89M in Q3 2023.
  • 98 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.