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 Q2	$359K	Buy	13,735 +238	+2%	+$6.12K	0.13%	65
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 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

Dupree Financial Group's DFAR Position: Q2 2026 in Review

Dupree Financial Group increased its Dimensional US Real Estate ETF (DFAR) stake by 1.8% in Q2 2026, buying an estimated $6.12K and bringing the position to 13,735 shares worth $359K. The position accounts for 0.13% of the portfolio, ranked #65.

Dupree Financial Group first reported a position in DFAR in Q2 2024 and has held it in 9 quarters since. The position peaked at $384K in Q3 2024. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Dupree Financial Group held 13,735 shares of Dimensional US Real Estate ETF worth $359K as of Q2 2026.
Dupree Financial Group bought 238 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $6.12K.
Dimensional US Real Estate ETF made up 0.13% of Dupree Financial Group's portfolio in Q2 2026, its #65 holding.
Dupree Financial Group first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 9 quarters since.
Dupree Financial Group's Dimensional US Real Estate ETF position peaked at $384K in Q3 2024.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Dupree Financial Group's 13F filing for Q2 2026, filed 23 Jul 2026.