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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
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
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

Diversified Portfolios Inc's DFAR Position: Q1 2026 in Review

Diversified Portfolios Inc reduced its Dimensional US Real Estate ETF (DFAR) stake by 16% in Q1 2026, selling an estimated $167K and leaving 35,613 shares worth $842K. The position accounts for 0.07% of the portfolio, ranked #102.

Diversified Portfolios Inc first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.15M in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Diversified Portfolios Inc held 35,613 shares of Dimensional US Real Estate ETF worth $842K as of Q1 2026.
  • Diversified Portfolios Inc sold 6,947 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $167K.
  • Dimensional US Real Estate ETF made up 0.07% of Diversified Portfolios Inc's portfolio in Q1 2026, its #102 holding.
  • Diversified Portfolios Inc first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Diversified Portfolios Inc's Dimensional US Real Estate ETF position peaked at $1.15M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Diversified Portfolios Inc's 13F filing for Q1 2026, filed 6 May 2026.