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

Bannerman Wealth Management Group’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	$4.3M	Buy	164,429 +6,603	+4%	+$170K	2.51%	10
2026 Q1	$3.73M	Buy	157,826 +11,140	+8%	+$268K	2.52%	10
2025 Q4	$3.36M	Buy	146,686 +9,745	+7%	+$228K	2.38%	11
2025 Q3	$3.27M	Buy	136,941 +11,601	+9%	+$274K	2.41%	11
2025 Q2	$2.94M	Buy	125,340 +2,836	+2%	+$65.8K	2.26%	11
2025 Q1	$2.91M	Buy	122,504 +5,823	+5%	+$137K	2.38%	11
2024 Q4	$2.72M	Buy	+116,681	New	+$2.89M	2.24%	11

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

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Bannerman Wealth Management Group's DFAR Position: Q2 2026 in Review

Bannerman Wealth Management Group increased its Dimensional US Real Estate ETF (DFAR) stake by 4.2% in Q2 2026, buying an estimated $170K and bringing the position to 164,429 shares worth $4.3M. The position accounts for 2.51% of the portfolio, ranked #10.

Bannerman Wealth Management Group first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 151 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Bannerman Wealth Management Group held 164,429 shares of Dimensional US Real Estate ETF worth $4.3M as of Q2 2026.
Bannerman Wealth Management Group bought 6,603 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $170K.
Dimensional US Real Estate ETF made up 2.51% of Bannerman Wealth Management Group's portfolio in Q2 2026, its #10 holding.
Bannerman Wealth Management Group first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
151 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Bannerman Wealth Management Group's 13F filing for Q2 2026, filed 8 Jul 2026.