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

DiNuzzo 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
Q2 		$1.2M Buy
46,059
+78
+0.2% +$2K 0.12% 35
2026
Q1 		$1.09M Buy
45,981
+596
+1% +$14.3K 0.12% 37
2025
Q4 		$1.04M Buy
45,385
+4,648
+11% +$109K 0.11% 37
2025
Q3 		$973K Hold
40,737
– – 0.11% 35
2025
Q2 		$956K Sell
40,737
-14,009
-26% -$325K 0.11% 36
2025
Q1 		$1.3M Sell
54,746
-233
-0.4% -$5.5K 0.16% 34
2024
Q4 		$1.28M Sell
54,979
-148
-0.3% -$3.66K 0.16% 33
2024
Q3 		$1.41M Buy
55,127
+167
+0.3% +$4.04K 0.17% 33
2024
Q2 		$1.21M Buy
54,960
+280
+0.5% +$6.01K 0.16% 31
2024
Q1 		$1.22M Sell
54,680
-352
-0.6% -$7.75K 0.17% 31
2023
Q4 		$1.25M Buy
+55,032
New +$1.13M 0.18% 28

Other funds holding DFAR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

DiNuzzo Private Wealth's DFAR Position: Q2 2026 in Review

DiNuzzo Private Wealth increased its Dimensional US Real Estate ETF (DFAR) stake by 0.17% in Q2 2026, buying an estimated $2K and bringing the position to 46,059 shares worth $1.2M. The position accounts for 0.12% of the portfolio, ranked #35.

DiNuzzo Private Wealth first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.41M in Q3 2024. 58 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • DiNuzzo Private Wealth held 46,059 shares of Dimensional US Real Estate ETF worth $1.2M as of Q2 2026.
  • DiNuzzo Private Wealth bought 78 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $2K.
  • Dimensional US Real Estate ETF made up 0.12% of DiNuzzo Private Wealth's portfolio in Q2 2026, its #35 holding.
  • DiNuzzo Private Wealth first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • DiNuzzo Private Wealth's Dimensional US Real Estate ETF position peaked at $1.41M in Q3 2024.
  • 58 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.