DFG
DFAR icon

Dupree Financial Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Dupree Financial Group’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 		$319K Sell
13,497
-541
-4% -$13K 0.13% 61
2025
Q4 		$321K Sell
14,038
-416
-3% -$9.74K 0.12% 65
2025
Q3 		$345K Sell
14,454
-367
-2% -$8.65K 0.13% 57
2025
Q2 		$348K Sell
14,821
-486
-3% -$11.3K 0.14% 60
2025
Q1 		$364K Buy
15,307
+17
+0.1% +$401 0.15% 57
2024
Q4 		$356K Buy
15,290
+314
+2% +$7.77K 0.16% 51
2024
Q3 		$384K Buy
14,976
+103
+0.7% +$2.49K 0.15% 54
2024
Q2 		$329K Buy
+14,873
New +$319K 0.15% 49

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

Dupree Financial Group's DFAR Position: Q1 2026 in Review

Dupree Financial Group reduced its Dimensional US Real Estate ETF (DFAR) stake by 3.9% in Q1 2026, selling an estimated $13K and leaving 13,497 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #61.

Dupree Financial Group first reported a position in DFAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $384K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Dupree Financial Group held 13,497 shares of Dimensional US Real Estate ETF worth $319K as of Q1 2026.
  • Dupree Financial Group sold 541 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $13K.
  • Dimensional US Real Estate ETF made up 0.13% of Dupree Financial Group's portfolio in Q1 2026, its #61 holding.
  • Dupree Financial Group first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • Dupree Financial Group's Dimensional US Real Estate ETF position peaked at $384K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Dupree Financial Group's 13F filing for Q1 2026, filed 23 Apr 2026.