Creative Planning’s Dimensional US Real Estate ETF DFAR Stock Holding History

Creative Planning’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	$3.77M	Buy	159,615 +81,353	+104%	+$1.96M	﹤0.01%	1406
2025 Q4	$1.79M	Sell	78,262 -2,513	-3%	-$58.9K	﹤0.01%	1810
2025 Q3	$1.93M	Buy	80,775 +271	+0.3%	+$6.39K	﹤0.01%	1575
2025 Q2	$1.89M	Sell	80,504 -135	-0.2%	-$3.13K	﹤0.01%	1366
2025 Q1	$1.92M	Sell	80,639 -9,766	-11%	-$230K	﹤0.01%	1200
2024 Q4	$2.1M	Sell	90,405 -4,219	-4%	-$104K	﹤0.01%	1104
2024 Q3	$2.43M	Buy	94,624 +2,108	+2%	+$51K	﹤0.01%	963
2024 Q2	$2.04M	Buy	92,516 +51,297	+124%	+$1.1M	﹤0.01%	975
2024 Q1	$922K	Buy	41,219 +7,168	+21%	+$158K	﹤0.01%	1387
2023 Q4	$774K	Buy	+34,051	New	+$698K	﹤0.01%	1395

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 $2.16B AUM 18.08% 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 $569M AUM 16.27% 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

Creative Planning's DFAR Position: Q1 2026 in Review

Creative Planning increased its Dimensional US Real Estate ETF (DFAR) stake by 104% in Q1 2026, buying an estimated $1.96M and bringing the position to 159,615 shares worth $3.77M. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

Creative Planning first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Creative Planning held 159,615 shares of Dimensional US Real Estate ETF worth $3.77M as of Q1 2026.
Creative Planning bought 81,353 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $1.96M.
Dimensional US Real Estate ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1406 holding.
Creative Planning first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.