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

CarsonAllaria 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
2026
Q1 		$2.29M Sell
96,965
-7,849
-7% -$189K 1.13% 20
2025
Q4 		$2.4M Buy
104,814
+3,724
+4% +$87.2K 1.19% 21
2025
Q3 		$2.41M Buy
101,090
+1,524
+2% +$35.9K 1.25% 21
2025
Q2 		$2.34M Sell
99,566
-19,520
-16% -$453K 1.25% 21
2025
Q1 		$2.83M Buy
119,086
+168
+0.1% +$3.96K 1.64% 19
2024
Q4 		$2.77M Buy
118,918
+4,522
+4% +$112K 1.58% 19
2024
Q3 		$2.93M Sell
114,396
-553
-0.5% -$13.4K 1.68% 19
2024
Q2 		$2.54M Buy
114,949
+6,322
+6% +$136K 1.55% 19
2024
Q1 		$2.43M Buy
108,627
+19,202
+21% +$423K 1.53% 18
2023
Q4 		$2.03M Buy
89,425
+13,807
+18% +$283K 1.46% 18
2023
Q3 		$1.48M Buy
75,618
+19,568
+35% +$415K 1.2% 21
2023
Q2 		$1.21M Buy
56,050
+6,303
+13% +$133K 0.95% 22
2023
Q1 		$1.07M Buy
49,747
+2,190
+5% +$48.2K 0.9% 23
2022
Q4 		$1.01M Buy
47,557
+13,018
+38% +$276K 0.88% 22
2022
Q3 		$710K Buy
34,539
+17,506
+103% +$415K 0.66% 22
2022
Q2 		$394K Buy
17,033
+16,604
+3,870% +$415K 0.37% 35
2022
Q1 		$12K Buy
+429
New +$11.2K 0.01% 185

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

CarsonAllaria Wealth Management's DFAR Position: Q1 2026 in Review

CarsonAllaria Wealth Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 7.5% in Q1 2026, selling an estimated $189K and leaving 96,965 shares worth $2.29M. The position accounts for 1.13% of the portfolio, ranked #20.

CarsonAllaria Wealth Management first reported a position in DFAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.93M in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • CarsonAllaria Wealth Management held 96,965 shares of Dimensional US Real Estate ETF worth $2.29M as of Q1 2026.
  • CarsonAllaria Wealth Management sold 7,849 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $189K.
  • Dimensional US Real Estate ETF made up 1.13% of CarsonAllaria Wealth Management's portfolio in Q1 2026, its #20 holding.
  • CarsonAllaria Wealth Management first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
  • CarsonAllaria Wealth Management's Dimensional US Real Estate ETF position peaked at $2.93M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on CarsonAllaria Wealth Management's 13F filing for Q1 2026, filed 30 Apr 2026.