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Core Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Core Wealth Management’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 		$11.5M Buy
485,351
+7,454
+2% +$179K 3.52% 4
2025
Q4 		$10.9M Buy
477,897
+9,177
+2% +$215K 3.41% 4
2025
Q3 		$11.2M Buy
468,720
+10,817
+2% +$255K 3.6% 4
2025
Q2 		$10.7M Buy
457,903
+9,925
+2% +$230K 3.79% 4
2025
Q1 		$10.6M Sell
447,978
-6,439
-1% -$152K 4.09% 4
2024
Q4 		$10.6M Buy
454,417
+3,121
+0.7% +$77.3K 4.13% 5
2024
Q3 		$9.97M Hold
451,296
– – 4.05% 4
2024
Q2 		$9.97M Buy
451,296
+49,068
+12% +$1.05M 4.05% 4
2024
Q1 		$9M Buy
402,228
+34,226
+9% +$754K 3.9% 4
2023
Q4 		$8.37M Buy
368,002
+9,806
+3% +$201K 4% 5
2023
Q3 		$6.99M Buy
358,196
+25,367
+8% +$538K 3.62% 4
2023
Q2 		$7.16M Buy
332,829
+38,614
+13% +$816K 3.64% 4
2023
Q1 		$6.32M Buy
294,215
+10,914
+4% +$240K 3.41% 5
2022
Q4 		$5.99M Buy
+283,301
New +$6M 3.38% 5

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

Core Wealth Management's DFAR Position: Q1 2026 in Review

Core Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 1.6% in Q1 2026, buying an estimated $179K and bringing the position to 485,351 shares worth $11.5M. The position accounts for 3.52% of the portfolio, ranked #4.

Core Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Core Wealth Management held 485,351 shares of Dimensional US Real Estate ETF worth $11.5M as of Q1 2026.
  • Core Wealth Management bought 7,454 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $179K.
  • Dimensional US Real Estate ETF made up 3.52% of Core Wealth Management's portfolio in Q1 2026, its #4 holding.
  • Core Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Core Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.