Diversified Portfolios Inc’s Dimensional US Real Estate ETF DFAR Stock Holding History

Diversified Portfolios Inc’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	$365K	Sell	13,970 -21,643	-61%	-$556K	0.03%	160
2026 Q1	$842K	Sell	35,613 -6,947	-16%	-$167K	0.07%	102
2025 Q4	$975K	Sell	42,560 -5,736	-12%	-$134K	0.08%	94
2025 Q3	$1.15M	Buy	48,296 +71	+0.1%	+$1.67K	0.1%	83
2025 Q2	$1.13M	Buy	48,225 +7,837	+19%	+$182K	0.11%	83
2025 Q1	$960K	Buy	40,388 +10,872	+37%	+$256K	0.1%	83
2024 Q4	$687K	Buy	29,516 +3,152	+12%	+$78K	0.07%	97
2024 Q3	$676K	Sell	26,364 -417	-2%	-$10.1K	0.08%	95
2024 Q2	$592K	Sell	26,781 -94	-0.3%	-$2.02K	0.08%	95
2024 Q1	$601K	Buy	26,875 +475	+2%	+$10.5K	0.08%	91
2023 Q4	$600K	Buy	+26,400	New	+$541K	0.09%	83

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

Diversified Portfolios Inc's DFAR Position: Q2 2026 in Review

Diversified Portfolios Inc reduced its Dimensional US Real Estate ETF (DFAR) stake by 61% in Q2 2026, selling an estimated $556K and leaving 13,970 shares worth $365K. The position accounts for 0.03% of the portfolio, ranked #160.

Diversified Portfolios Inc first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.15M in Q3 2025. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Diversified Portfolios Inc held 13,970 shares of Dimensional US Real Estate ETF worth $365K as of Q2 2026.
Diversified Portfolios Inc sold 21,643 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $556K.
Dimensional US Real Estate ETF made up 0.03% of Diversified Portfolios Inc's portfolio in Q2 2026, its #160 holding.
Diversified Portfolios Inc first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Diversified Portfolios Inc's Dimensional US Real Estate ETF position peaked at $1.15M in Q3 2025.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Diversified Portfolios Inc's 13F filing for Q2 2026, filed 4 Aug 2026.