Creative Planning
DFAR icon

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
Q2 		$4.04M Sell
154,582
-5,033
-3% -$129K ﹤0.01% 1564
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Creative Planning's DFAR Position: Q2 2026 in Review

Creative Planning reduced its Dimensional US Real Estate ETF (DFAR) stake by 3.2% in Q2 2026, selling an estimated $129K and leaving 154,582 shares worth $4.04M. The position accounts for ﹤0.01% of the portfolio, ranked #1564.

Creative Planning first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Creative Planning held 154,582 shares of Dimensional US Real Estate ETF worth $4.04M as of Q2 2026.
  • Creative Planning sold 5,033 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $129K.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1564 holding.
  • Creative Planning first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.