Commonwealth Equity Services
DFAR icon

Commonwealth Equity Services’s Dimensional US Real Estate ETF DFAR Stock Holding History

Commonwealth Equity Services’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 		$2.23M Sell
94,131
-12,556
-12% -$302K ﹤0.01% 1917
2025
Q4 		$2.44M Sell
106,687
-44,767
-30% -$1.05M ﹤0.01% 1824
2025
Q3 		$3.61M Sell
151,454
-26,919
-15% -$635K ﹤0.01% 1579
2025
Q2 		$4.18M Sell
178,373
-213,875
-55% -$4.97M 0.01% 1448
2025
Q1 		$9.32M Sell
392,248
-3,536
-0.9% -$83.4K 0.01% 906
2024
Q4 		$9.21M Buy
395,784
+17,226
+5% +$426K 0.01% 871
2024
Q3 		$9.71M Buy
378,558
+3,745
+1% +$90.7K 0.01% 841
2024
Q2 		$8.28M Buy
374,813
+21,345
+6% +$458K 0.01% 895
2024
Q1 		$7.91M Buy
353,468
+22,140
+7% +$488K 0.01% 906
2023
Q4 		$7.53M Buy
331,328
+45,621
+16% +$935K 0.01% 872
2023
Q3 		$5.58M Buy
285,707
+25,494
+10% +$541K 0.01% 980
2023
Q2 		$5.6M Buy
260,213
+49,549
+24% +$1.05M 0.01% 969
2023
Q1 		$4.53K Buy
210,664
+51,833
+33% +$1.14M 0.01% 1053
2022
Q4 		$3.36M Buy
158,831
+70,418
+80% +$1.49M 0.01% 1183
2022
Q3 		$1.82M Buy
88,413
+55,161
+166% +$1.31M ﹤0.01% 1485
2022
Q2 		$768K Buy
33,252
+23,385
+237% +$585K ﹤0.01% 2096
2022
Q1 		$267K Buy
+9,867
New +$257K ﹤0.01% 3072

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

Commonwealth Equity Services's DFAR Position: Q1 2026 in Review

Commonwealth Equity Services reduced its Dimensional US Real Estate ETF (DFAR) stake by 12% in Q1 2026, selling an estimated $302K and leaving 94,131 shares worth $2.23M. The position accounts for ﹤0.01% of the portfolio, ranked #1917.

Commonwealth Equity Services first reported a position in DFAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $9.71M in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Commonwealth Equity Services held 94,131 shares of Dimensional US Real Estate ETF worth $2.23M as of Q1 2026.
  • Commonwealth Equity Services sold 12,556 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $302K.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1917 holding.
  • Commonwealth Equity Services first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
  • Commonwealth Equity Services's Dimensional US Real Estate ETF position peaked at $9.71M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.