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CLG LLC’s Dimensional US Real Estate ETF DFAR Stock Holding History

CLG LLC’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 		$448K Hold
17,138
– – 0.1% 104
2026
Q1 		$405K Sell
17,138
-410
-2% -$9.86K 0.1% 101
2025
Q4 		$402K Sell
17,548
-198
-1% -$4.64K 0.1% 103
2025
Q3 		$423K Hold
17,746
– – 0.12% 97
2025
Q2 		$416K Hold
17,746
– – 0.13% 90
2025
Q1 		$422K Hold
17,746
– – 0.15% 81
2024
Q4 		$413K Buy
+17,746
New +$439K 0.15% 81

Other funds holding DFAR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

CLG LLC's DFAR Position: Q2 2026 in Review

CLG LLC held its Dimensional US Real Estate ETF (DFAR) position steady in Q2 2026 at 17,138 shares worth $448K. The position accounts for 0.1% of the portfolio, ranked #104.

CLG LLC first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • CLG LLC held 17,138 shares of Dimensional US Real Estate ETF worth $448K as of Q2 2026.
  • CLG LLC left its Dimensional US Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional US Real Estate ETF made up 0.1% of CLG LLC's portfolio in Q2 2026, its #104 holding.
  • CLG LLC first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • 58 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on CLG LLC's 13F filing for Q2 2026, filed 16 Jul 2026.