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DecisionPoint Financial’s Dimensional US Real Estate ETF DFAR Stock Holding History

DecisionPoint Financial’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 		$5.1M Buy
194,205
+83
+0% +$2.13K 0.94% 13
2026
Q1 		$4.59M Buy
194,122
+6,751
+4% +$162K 0.99% 14
2025
Q4 		$4.29M Sell
187,371
-55,305
-23% -$1.3M 0.94% 14
2025
Q3 		$5.8M Sell
242,676
-269
-0.1% -$6.34K 1.35% 13
2025
Q2 		$5.73M Buy
242,945
+51,174
+27% +$1.19M 1.46% 13
2025
Q1 		$4.56M Buy
191,771
+2,922
+2% +$68.9K 1.32% 13
2024
Q4 		$4.39M Buy
188,849
+8,815
+5% +$218K 1.34% 13
2024
Q3 		$4.62M Sell
180,034
-488
-0.3% -$11.8K 1.46% 13
2024
Q2 		$4.27M Buy
180,522
+8,373
+5% +$180K 1.43% 13
2024
Q1 		$3.57M Buy
172,149
+47,695
+38% +$1.05M 1.42% 12
2023
Q4 		$2.83M Buy
124,454
+3,550
+3% +$72.7K 1.21% 13
2023
Q3 		$2.36M Sell
120,904
-856
-0.7% -$18.2K 1.23% 13
2023
Q2 		$2.62M Buy
121,760
+17,252
+17% +$365K 1.37% 12
2023
Q1 		$2.25M Buy
104,508
+6,922
+7% +$152K 1.3% 13
2022
Q4 		$2.06M Buy
+97,586
New +$2.07M 1.25% 13

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

DecisionPoint Financial's DFAR Position: Q2 2026 in Review

DecisionPoint Financial increased its Dimensional US Real Estate ETF (DFAR) stake by 0.04% in Q2 2026, buying an estimated $2.13K and bringing the position to 194,205 shares worth $5.1M. The position accounts for 0.94% of the portfolio, ranked #13.

DecisionPoint Financial first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.8M in Q3 2025. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • DecisionPoint Financial held 194,205 shares of Dimensional US Real Estate ETF worth $5.1M as of Q2 2026.
  • DecisionPoint Financial bought 83 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $2.13K.
  • Dimensional US Real Estate ETF made up 0.94% of DecisionPoint Financial's portfolio in Q2 2026, its #13 holding.
  • DecisionPoint Financial first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • DecisionPoint Financial's Dimensional US Real Estate ETF position peaked at $5.8M in Q3 2025.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on DecisionPoint Financial's 13F filing for Q2 2026, filed 5 Aug 2026.