Chevy Chase Trust
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Chevy Chase Trust’s Dimensional US Real Estate ETF DFAR Stock Holding History

Chevy Chase Trust’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 		$212K Sell
8,984
-969
-10% -$23.3K ﹤0.01% 634
2025
Q4 		$228K Hold
9,953
– – ﹤0.01% 626
2025
Q3 		$237K Hold
9,953
– – ﹤0.01% 618
2025
Q2 		$233K Hold
9,953
– – ﹤0.01% 622
2025
Q1 		$237K Buy
9,953
+969
+11% +$22.9K ﹤0.01% 623
2024
Q4 		$209K Hold
8,984
– – ﹤0.01% 628
2024
Q3 		$230K Buy
+8,984
New +$217K ﹤0.01% 611
2024
Q2 		– Sell
-8,984
Closed -$201K – 616
2024
Q1 		$201K Buy
+8,984
New +$198K ﹤0.01% 605

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

Chevy Chase Trust's DFAR Position: Q1 2026 in Review

Chevy Chase Trust reduced its Dimensional US Real Estate ETF (DFAR) stake by 9.7% in Q1 2026, selling an estimated $23.3K and leaving 8,984 shares worth $212K. The position accounts for ﹤0.01% of the portfolio, ranked #634.

Chevy Chase Trust first reported a position in DFAR in Q1 2024 and has held it in 8 quarters since. The position peaked at $237K in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Chevy Chase Trust held 8,984 shares of Dimensional US Real Estate ETF worth $212K as of Q1 2026.
  • Chevy Chase Trust sold 969 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $23.3K.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Chevy Chase Trust's portfolio in Q1 2026, its #634 holding.
  • Chevy Chase Trust first reported a position in Dimensional US Real Estate ETF in Q1 2024 and has held it in 8 quarters since.
  • Chevy Chase Trust's Dimensional US Real Estate ETF position peaked at $237K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Chevy Chase Trust's 13F filing for Q1 2026, filed 15 May 2026.