Disciplined Investments’s Dimensional US Real Estate ETF DFAR Stock Holding History

Disciplined Investments’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	$4.67M	Buy	178,662 +11,023	+7%	+$283K	1.51%	18
2026 Q1	$3.96M	Buy	167,639 +15,742	+10%	+$378K	1.42%	21
2025 Q4	$3.48M	Buy	151,897 +13,718	+10%	+$321K	1.34%	21
2025 Q3	$3.3M	Buy	138,179 +7,423	+6%	+$175K	1.31%	24
2025 Q2	$3.07M	Buy	130,756 +14,765	+13%	+$343K	1.3%	25
2025 Q1	$2.76M	Buy	115,991 +16,285	+16%	+$384K	1.27%	25
2024 Q4	$2.32M	Buy	99,706 +229	+0.2%	+$5.67K	1.14%	28
2024 Q3	$2.55M	Buy	99,477 +7,331	+8%	+$177K	1.26%	28
2024 Q2	$2.04M	Sell	92,146 -379	-0.4%	-$8.14K	1.08%	32
2024 Q1	$2.07M	Buy	92,525 +4,608	+5%	+$102K	1.13%	28
2023 Q4	$2M	Buy	87,917 +7,330	+9%	+$150K	1.17%	30
2023 Q3	$1.57M	Buy	80,587 +2,253	+3%	+$47.8K	0.96%	34
2023 Q2	$1.69M	Buy	78,334 +9,901	+14%	+$209K	0.9%	34
2023 Q1	$1.47M	Buy	68,433 +12,825	+23%	+$282K	0.62%	46
2022 Q4	$1.18M	Buy	55,608 +24,873	+81%	+$527K	0.58%	49
2022 Q3	$632K	Buy	30,735 +20,041	+187%	+$476K	0.29%	79
2022 Q2	$247K	Buy	+10,694	New	+$267K	0.11%	122

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Disciplined Investments's DFAR Position: Q2 2026 in Review

Disciplined Investments increased its Dimensional US Real Estate ETF (DFAR) stake by 6.6% in Q2 2026, buying an estimated $283K and bringing the position to 178,662 shares worth $4.67M. The position accounts for 1.51% of the portfolio, ranked #18.

Disciplined Investments first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Disciplined Investments held 178,662 shares of Dimensional US Real Estate ETF worth $4.67M as of Q2 2026.
Disciplined Investments bought 11,023 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $283K.
Dimensional US Real Estate ETF made up 1.51% of Disciplined Investments's portfolio in Q2 2026, its #18 holding.
Disciplined Investments first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Disciplined Investments's 13F filing for Q2 2026, filed 7 Aug 2026.