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

Bay Harbor 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
2025 Q3	–	Sell	-487	Closed	-$11.4K	–	1295
2025 Q2	$11.4K	Buy	+487	New	+$11.3K	﹤0.01%	140
2024 Q1	–	Sell	-353	Closed	-$8.03K	–	176
2023 Q4	$8.03K	Sell	353 -10,444	-97%	-$214K	﹤0.01%	118
2023 Q3	$211K	Buy	10,797 +1,295	+14%	+$27.5K	0.09%	43
2023 Q2	$204K	Buy	9,502 +3,391	+55%	+$71.7K	0.08%	42
2023 Q1	$131K	Buy	6,111 +4,662	+322%	+$103K	0.06%	45
2022 Q4	$31K	Buy	1,449 +1,349	+1,349%	+$28.6K	0.01%	110
2022 Q3	$2K	Buy	+100	New	+$2.37K	﹤0.01%	164

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

Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

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

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return