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Crestmont Private Wealth’s Dimensional US Real Estate ETF DFAR Stock Holding History

Crestmont Private Wealth’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 		$8.02M Buy
339,149
+8,862
+3% +$213K 2.53% 10
2025
Q4 		$7.56M Sell
330,287
-2,343
-0.7% -$54.9K 2.46% 10
2025
Q3 		$7.93M Buy
332,630
+3,336
+1% +$78.7K 2.62% 10
2025
Q2 		$7.73M Sell
329,294
-8,558
-3% -$199K 2.79% 10
2025
Q1 		$8.03M Sell
337,852
-25,915
-7% -$611K 3.48% 8
2024
Q4 		$8.46M Buy
363,767
+10,074
+3% +$249K 3.81% 9
2024
Q3 		$9.07M Buy
353,693
+2,330
+0.7% +$56.4K 3.96% 7
2024
Q2 		$7.77M Sell
351,363
-15,343
-4% -$330K 3.74% 8
2024
Q1 		$8.2M Sell
366,706
-23,764
-6% -$524K 4.07% 8
2023
Q4 		$8.88M Buy
+390,470
New +$8M 4.52% 8

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

Crestmont Private Wealth's DFAR Position: Q1 2026 in Review

Crestmont Private Wealth increased its Dimensional US Real Estate ETF (DFAR) stake by 2.7% in Q1 2026, buying an estimated $213K and bringing the position to 339,149 shares worth $8.02M. The position accounts for 2.53% of the portfolio, ranked #10.

Crestmont Private Wealth first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $9.07M in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Crestmont Private Wealth held 339,149 shares of Dimensional US Real Estate ETF worth $8.02M as of Q1 2026.
  • Crestmont Private Wealth bought 8,862 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $213K.
  • Dimensional US Real Estate ETF made up 2.53% of Crestmont Private Wealth's portfolio in Q1 2026, its #10 holding.
  • Crestmont Private Wealth first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Crestmont Private Wealth's Dimensional US Real Estate ETF position peaked at $9.07M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Crestmont Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.