CPA Asset Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

CPA Asset 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	–	Sell	-14,454	Closed	-$331K	–	102
2025 Q4	$331K	Buy	14,454 +438	+3%	+$10.3K	0.12%	75
2025 Q3	$334K	Sell	14,016 -52	-0.4%	-$1.23K	0.13%	71
2025 Q2	$330K	Buy	14,068 +1,642	+13%	+$38.1K	0.14%	66
2025 Q1	$295K	Buy	+12,426	New	+$293K	0.13%	67
2024 Q2	–	Sell	-12,023	Closed	-$269K	–	77
2024 Q1	$269K	Sell	12,023 -13,802	-53%	-$304K	0.15%	69
2023 Q4	$587K	Buy	25,825 +3,549	+16%	+$72.7K	0.36%	45
2023 Q3	$435K	Buy	+22,276	New	+$472K	0.31%	46

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

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 $625M AUM 16.29% 1-Year Est. Return

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

CPA Asset Management's DFAR Position: Q1 2026 in Review

CPA Asset Management sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2026, closing a stake of 14,454 shares — an estimated $331K sold.

CPA Asset Management first reported a position in DFAR in Q3 2023 and held it in 7 quarters. The position peaked at $587K in Q4 2023. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

CPA Asset Management reported no remaining Dimensional US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
CPA Asset Management sold 14,454 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $331K.
CPA Asset Management first reported a position in Dimensional US Real Estate ETF in Q3 2023 and held it in 7 quarters.
CPA Asset Management's Dimensional US Real Estate ETF position peaked at $587K in Q4 2023.
287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on CPA Asset Management's 13F filing for Q1 2026, filed 5 May 2026.