Bank of America
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Bank of America’s Dimensional US Real Estate ETF DFAR Stock Holding History

Bank of America’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 		– Sell
-76,219
Closed -$1.79M – 8378
2025
Q2 		$1.79M Buy
+76,219
New +$1.77M ﹤0.01% 4875
2024
Q4 		– Sell
-25
Closed -$641 – 8232
2024
Q3 		$641 Buy
+25
New +$605 ﹤0.01% 7330
2024
Q1 		– Sell
-203
Closed -$4.62K – 7821
2023
Q4 		$4.62K Sell
203
-40
-16% -$819 ﹤0.01% 7024
2023
Q3 		$4.74K Buy
+243
New +$5.15K ﹤0.01% 7006
2023
Q2 		– Sell
-5,000
Closed -$107K – 7753
2023
Q1 		$107K Buy
+5,000
New +$110K ﹤0.01% 6231

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