CGN Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

CGN Advisors’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 Q2	$1.65M	Buy	63,090 +794	+1%	+$20.4K	0.12%	153
2026 Q1	$1.47M	Buy	62,296 +1,894	+3%	+$45.5K	0.12%	154
2025 Q4	$1.38M	Buy	60,402 +1,768	+3%	+$41.4K	0.11%	155
2025 Q3	$1.4M	Buy	58,634 +572	+1%	+$13.5K	0.12%	150
2025 Q2	$1.36M	Sell	58,062 -12,723	-18%	-$295K	0.12%	150
2025 Q1	$1.68M	Buy	70,785 +1,659	+2%	+$39.1K	0.16%	130
2024 Q4	$1.61M	Buy	69,126 +1,826	+3%	+$45.2K	0.16%	127
2024 Q3	$1.73M	Buy	67,300 +873	+1%	+$21.1K	0.17%	126
2024 Q2	$1.47M	Buy	66,427 +4,305	+7%	+$92.5K	0.17%	129
2024 Q1	$1.39M	Buy	62,122 +1,007	+2%	+$22.2K	0.18%	132
2023 Q4	$1.39M	Buy	61,115 +10,429	+21%	+$214K	0.19%	126
2023 Q3	$989K	Buy	50,686 +342	+0.7%	+$7.25K	0.13%	145
2023 Q2	$1.08M	Buy	50,344 +17,098	+51%	+$362K	0.16%	132
2023 Q1	$714K	Buy	33,246 +9,253	+39%	+$203K	0.11%	151
2022 Q4	$507K	Buy	+23,993	New	+$508K	0.09%	167

Other funds holding DFAR

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

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

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

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

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM