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Brown Financial Advisory’s Dimensional US Real Estate ETF DFAR Stock Holding History

Brown Financial Advisory’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 		– Sell
-119,825
Closed -$2.74M – 51
2025
Q4 		$2.74M Sell
119,825
-25,692
-18% -$602K 1.39% 7
2025
Q3 		$3.47M Sell
145,517
-20,851
-13% -$492K 1.82% 7
2025
Q2 		$3.9M Sell
166,368
-301,257
-64% -$6.99M 2.15% 6
2025
Q1 		$11.1M Sell
467,625
-75,570
-14% -$1.78M 6.94% 4
2024
Q4 		$12.6M Sell
543,195
-32,384
-6% -$802K 8.98% 3
2024
Q3 		$14.8M Sell
575,579
-16,412
-3% -$397K 10.44% 3
2024
Q2 		$13.1M Sell
591,991
-55,304
-9% -$1.19M 10.06% 3
2024
Q1 		$14.5M Sell
647,295
-27,705
-4% -$610K 11.25% 3
2023
Q4 		$15.3M Buy
675,000
+22,368
+3% +$458K 12.5% 3
2023
Q3 		$12.7M Buy
652,632
+32,753
+5% +$695K 11.29% 3
2023
Q2 		$13.3M Buy
619,879
+546,055
+740% +$11.5M 10.89% 3
2023
Q1 		$1.59M Buy
+73,824
New +$1.62M 1.53% 11

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 $2.57B AUM 21.7% 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 $625M AUM 16.29% 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

Brown Financial Advisory's DFAR Position: Q1 2026 in Review

Brown Financial Advisory sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2026, closing a stake of 119,825 shares — an estimated $2.74M sold.

Brown Financial Advisory first reported a position in DFAR in Q1 2023 and held it in 12 quarters. The position peaked at $15.3M in Q4 2023. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Brown Financial Advisory reported no remaining Dimensional US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Brown Financial Advisory sold 119,825 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $2.74M.
  • Brown Financial Advisory first reported a position in Dimensional US Real Estate ETF in Q1 2023 and held it in 12 quarters.
  • Brown Financial Advisory's Dimensional US Real Estate ETF position peaked at $15.3M in Q4 2023.
  • 287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Brown Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.