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

Curio 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 		$6.74M Buy
284,799
+16,829
+6% +$405K 2.3% 10
2025
Q4 		$6.15M Buy
267,970
+24,670
+10% +$578K 2.18% 10
2025
Q3 		$5.8M Buy
243,300
+15,698
+7% +$370K 2.38% 10
2025
Q2 		$5.34M Buy
227,602
+227,138
+48,952% +$5.27M 2.34% 8
2025
Q1 		$4.93M Sell
464
-207,105
-100% -$4.88M 2.57% 7
2024
Q4 		$4.83M Buy
+207,569
New +$5.14M 2.6% 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

Curio Wealth's DFAR Position: Q1 2026 in Review

Curio Wealth increased its Dimensional US Real Estate ETF (DFAR) stake by 6.3% in Q1 2026, buying an estimated $405K and bringing the position to 284,799 shares worth $6.74M. The position accounts for 2.3% of the portfolio, ranked #10.

Curio Wealth first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Curio Wealth held 284,799 shares of Dimensional US Real Estate ETF worth $6.74M as of Q1 2026.
  • Curio Wealth bought 16,829 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $405K.
  • Dimensional US Real Estate ETF made up 2.3% of Curio Wealth's portfolio in Q1 2026, its #10 holding.
  • Curio Wealth first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Curio Wealth's 13F filing for Q1 2026, filed 12 May 2026.