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Chicago Partners Investment Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Chicago Partners Investment 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 		$5.5M Buy
218,658
+5,390
+3% +$130K 0.12% 146
2025
Q4 		$4.99M Buy
213,268
+11,554
+6% +$271K 0.12% 159
2025
Q3 		$4.77M Buy
201,714
+2,118
+1% +$49.9K 0.12% 157
2025
Q2 		$4.81M Buy
199,596
+4,468
+2% +$104K 0.14% 148
2025
Q1 		$4.58M Buy
195,128
+1,609
+0.8% +$37.9K 0.15% 136
2024
Q4 		$4.43M Buy
193,519
+5,547
+3% +$137K 0.15% 130
2024
Q3 		$4.79M Buy
187,972
+1,007
+0.5% +$24.4K 0.17% 119
2024
Q2 		$4.45M Buy
186,965
+42,828
+30% +$920K 0.17% 122
2024
Q1 		$3.01M Buy
144,137
+21,039
+17% +$464K 0.13% 144
2023
Q4 		$2.67M Buy
123,098
+15,343
+14% +$314K 0.12% 151
2023
Q3 		$2M Buy
107,755
+37,430
+53% +$794K 0.11% 182
2023
Q2 		$1.53M Buy
70,325
+30,318
+76% +$641K 0.08% 228
2023
Q1 		$850K Buy
40,007
+27,246
+214% +$599K 0.05% 290
2022
Q4 		$297K Buy
12,761
+487
+4% +$10.3K 0.02% 479
2022
Q3 		$256K Buy
12,274
+1,269
+12% +$30.1K 0.02% 472
2022
Q2 		$276K Buy
11,005
+227
+2% +$5.68K 0.02% 462
2022
Q1 		$255K Buy
+10,778
New +$281K 0.02% 452

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

Chicago Partners Investment Group's DFAR Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Dimensional US Real Estate ETF (DFAR) stake by 2.5% in Q1 2026, buying an estimated $130K and bringing the position to 218,658 shares worth $5.5M. The position accounts for 0.12% of the portfolio, ranked #146.

Chicago Partners Investment Group first reported a position in DFAR in Q1 2022 and has held it in 17 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Chicago Partners Investment Group held 218,658 shares of Dimensional US Real Estate ETF worth $5.5M as of Q1 2026.
  • Chicago Partners Investment Group bought 5,390 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $130K.
  • Dimensional US Real Estate ETF made up 0.12% of Chicago Partners Investment Group's portfolio in Q1 2026, its #146 holding.
  • Chicago Partners Investment Group first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.