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 Q2	$5.16M	Sell	189,461 -9,528	-5%	-$245K	0.09%	219
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 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

Diversify Wealth Management's DFAR Position: Q2 2026 in Review

Diversify Wealth Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 4.8% in Q2 2026, selling an estimated $245K and leaving 189,461 shares worth $5.16M. The position accounts for 0.09% of the portfolio, ranked #219.

Diversify Wealth Management first reported a position in DFAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $8.38M in Q3 2024. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Diversify Wealth Management held 189,461 shares of Dimensional US Real Estate ETF worth $5.16M as of Q2 2026.
Diversify Wealth Management sold 9,528 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $245K.
Dimensional US Real Estate ETF made up 0.09% of Diversify Wealth Management's portfolio in Q2 2026, its #219 holding.
Diversify Wealth Management first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
Diversify Wealth Management's Dimensional US Real Estate ETF position peaked at $8.38M in Q3 2024.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.