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Caprock Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Caprock 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
Q1 		$662K Hold
27,988
– – 0.02% 658
2025
Q4 		$641K Hold
27,988
– – 0.01% 738
2025
Q3 		$668K Buy
+27,988
New +$660K 0.02% 704
2025
Q1 		$676K Buy
28,427
+506
+2% +$11.9K 0.02% 603
2024
Q4 		$650K Hold
27,921
– – 0.02% 541
2024
Q3 		$716K Buy
+27,921
New +$676K 0.03% 478

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

Caprock Group's DFAR Position: Q1 2026 in Review

Caprock Group held its Dimensional US Real Estate ETF (DFAR) position steady in Q1 2026 at 27,988 shares worth $662K. The position accounts for 0.02% of the portfolio, ranked #658.

Caprock Group first reported a position in DFAR in Q3 2024 and has held it in 6 quarters since. The position peaked at $716K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Caprock Group held 27,988 shares of Dimensional US Real Estate ETF worth $662K as of Q1 2026.
  • Caprock Group left its Dimensional US Real Estate ETF share count unchanged in Q1 2026.
  • Dimensional US Real Estate ETF made up 0.02% of Caprock Group's portfolio in Q1 2026, its #658 holding.
  • Caprock Group first reported a position in Dimensional US Real Estate ETF in Q3 2024 and has held it in 6 quarters since.
  • Caprock Group's Dimensional US Real Estate ETF position peaked at $716K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Caprock Group's 13F filing for Q1 2026, filed 11 May 2026.