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

DWR 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 		$2.84M Buy
106,535
+18,472
+21% +$475K 2.12% 16
2026
Q1 		$2.05M Buy
88,063
+35,080
+66% +$843K 1.78% 16
2025
Q4 		$1.22M Buy
+52,983
New +$1.24M 1.13% 19

Other funds holding DFAR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

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

DWR Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 21% in Q2 2026, buying an estimated $475K and bringing the position to 106,535 shares worth $2.84M. The position accounts for 2.12% of the portfolio, ranked #16.

DWR Wealth Management first reported a position in DFAR in Q4 2025 and has held it in 3 quarters since. 92 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • DWR Wealth Management held 106,535 shares of Dimensional US Real Estate ETF worth $2.84M as of Q2 2026.
  • DWR Wealth Management bought 18,472 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $475K.
  • Dimensional US Real Estate ETF made up 2.12% of DWR Wealth Management's portfolio in Q2 2026, its #16 holding.
  • DWR Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2025 and has held it in 3 quarters since.
  • 92 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on DWR Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.