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

Blue Trust 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
Q1 		$247K Buy
10,428
+460
+5% +$11.1K ﹤0.01% 705
2025
Q4 		$228K Sell
9,968
-121
-1% -$2.83K ﹤0.01% 732
2025
Q3 		$241K Buy
10,089
+544
+6% +$12.8K ﹤0.01% 734
2025
Q2 		$224K Buy
9,545
+2,899
+44% +$67.3K ﹤0.01% 729
2025
Q1 		$158K Hold
6,646
– – ﹤0.01% 799
2024
Q4 		$155K Buy
6,646
+1,527
+30% +$37.8K ﹤0.01% 744
2024
Q3 		$113K Hold
5,119
– – ﹤0.01% 1151
2024
Q2 		$115K Hold
5,119
– – ﹤0.01% 920
2024
Q1 		$115K Buy
5,119
+1,489
+41% +$32.8K ﹤0.01% 674
2023
Q4 		$71K Buy
3,630
+2,774
+324% +$56.8K ﹤0.01% 813
2023
Q3 		$18K Sell
856
-1,669
-66% -$35.4K ﹤0.01% 1209
2023
Q2 		$54K Buy
+2,525
New +$53.4K ﹤0.01% 673

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Blue Trust Inc's DFAR Position: Q1 2026 in Review

Blue Trust Inc increased its Dimensional US Real Estate ETF (DFAR) stake by 4.6% in Q1 2026, buying an estimated $11.1K and bringing the position to 10,428 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #705.

Blue Trust Inc first reported a position in DFAR in Q2 2023 and has held it in 12 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Blue Trust Inc held 10,428 shares of Dimensional US Real Estate ETF worth $247K as of Q1 2026.
  • Blue Trust Inc bought 460 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $11.1K.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Blue Trust Inc's portfolio in Q1 2026, its #705 holding.
  • Blue Trust Inc first reported a position in Dimensional US Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.