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Diversify Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Diversify Wealth Management’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 		$5.05M Buy
198,989
+11,257
+6% +$271K 0.09% 207
2025
Q4 		$4.38M Sell
187,732
-17,678
-9% -$414K 0.2% 130
2025
Q3 		$4.78M Sell
205,410
-33,527
-14% -$790K 0.28% 105
2025
Q2 		$5.51M Sell
238,937
-39,488
-14% -$917K 0.34% 75
2025
Q1 		$6.45M Sell
278,425
-45,863
-14% -$1.08M 0.48% 48
2024
Q4 		$7.25M Sell
324,288
-4,774
-1% -$118K 0.57% 41
2024
Q3 		$8.38M Sell
329,062
-1,631
-0.5% -$39.5K 0.81% 23
2024
Q2 		$7.71M Buy
+330,693
New +$7.1M 0.96% 18

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

Diversify Wealth Management's DFAR Position: Q1 2026 in Review

Diversify Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 6% in Q1 2026, buying an estimated $271K and bringing the position to 198,989 shares worth $5.05M. The position accounts for 0.09% of the portfolio, ranked #207.

Diversify Wealth Management first reported a position in DFAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $8.38M in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Diversify Wealth Management held 198,989 shares of Dimensional US Real Estate ETF worth $5.05M as of Q1 2026.
  • Diversify Wealth Management bought 11,257 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $271K.
  • Dimensional US Real Estate ETF made up 0.09% of Diversify Wealth Management's portfolio in Q1 2026, its #207 holding.
  • Diversify Wealth Management first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • Diversify Wealth Management's Dimensional US Real Estate ETF position peaked at $8.38M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.