Elevate Wealth Advisory’s Dimensional US Real Estate ETF DFAR Stock Holding History

Elevate Wealth Advisory’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	$407K	Sell	17,200 -299	-2%	-$7.19K	0.26%	53
2025 Q4	$401K	Sell	17,499 -414	-2%	-$9.7K	0.27%	50
2025 Q3	$427K	Hold	17,913	–	–	0.31%	48
2025 Q2	$420K	Hold	17,913	–	–	0.3%	49
2025 Q1	$426K	Buy	17,913 +215	+1%	+$5.07K	0.3%	52
2024 Q4	$412K	Buy	17,698 +4,163	+31%	+$103K	0.31%	46
2024 Q3	$347K	Hold	13,535	–	–	0.26%	49
2024 Q2	$299K	Buy	13,535 +236	+2%	+$5.07K	0.24%	50
2024 Q1	$297K	Buy	13,299 +1,833	+16%	+$40.4K	0.26%	47
2023 Q4	$261K	Buy	+11,466	New	+$235K	0.24%	50

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 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

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 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

Elevate Wealth Advisory's DFAR Position: Q1 2026 in Review

Elevate Wealth Advisory reduced its Dimensional US Real Estate ETF (DFAR) stake by 1.7% in Q1 2026, selling an estimated $7.19K and leaving 17,200 shares worth $407K. The position accounts for 0.26% of the portfolio, ranked #53.

Elevate Wealth Advisory first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $427K in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Elevate Wealth Advisory held 17,200 shares of Dimensional US Real Estate ETF worth $407K as of Q1 2026.
Elevate Wealth Advisory sold 299 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $7.19K.
Dimensional US Real Estate ETF made up 0.26% of Elevate Wealth Advisory's portfolio in Q1 2026, its #53 holding.
Elevate Wealth Advisory first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
Elevate Wealth Advisory's Dimensional US Real Estate ETF position peaked at $427K in Q3 2025.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.