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Elwood & Goetz Wealth Advisory Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Elwood & Goetz Wealth Advisory 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 		$47M Sell
1,795,268
-734,130
-29% -$18.9M 6.95% 5
2026
Q1 		$59.8M Buy
2,529,398
+153,777
+6% +$3.7M 10.15% 3
2025
Q4 		$54.4M Buy
2,375,621
+177,099
+8% +$4.15M 9.57% 3
2025
Q3 		$52.4M Buy
2,198,522
+125,155
+6% +$2.95M 10.06% 3
2025
Q2 		$48.6M Buy
2,073,367
+59,154
+3% +$1.37M 10.51% 3
2025
Q1 		$47.9M Buy
2,014,213
+64,199
+3% +$1.51M 11.7% 3
2024
Q4 		$45.4M Buy
1,950,014
+24,341
+1% +$603K 11.07% 3
2024
Q3 		$49.4M Buy
1,925,673
+47,115
+3% +$1.14M 12.23% 3
2024
Q2 		$41.5M Buy
1,878,558
+135,246
+8% +$2.9M 11.79% 3
2024
Q1 		$39M Buy
1,743,312
+83,384
+5% +$1.84M 9.47% 3
2023
Q4 		$37.7M Buy
1,659,928
+84,936
+5% +$1.74M 7.98% 5
2023
Q3 		$30.7M Buy
1,574,992
+44,835
+3% +$951K 7.13% 5
2023
Q2 		$32.9M Buy
1,530,157
+110,772
+8% +$2.34M 7.5% 5
2023
Q1 		$30.5M Buy
1,419,385
+1,376,316
+3,196% +$30.3M 7.28% 5
2022
Q4 		$911K Buy
43,069
+25,726
+148% +$545K 0.28% 32
2022
Q3 		$357K Buy
17,343
+2,408
+16% +$57.1K 0.12% 47
2022
Q2 		$345K Buy
+14,935
New +$374K 0.12% 45

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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
SC
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
RK
Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Elwood & Goetz Wealth Advisory Group's DFAR Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group reduced its Dimensional US Real Estate ETF (DFAR) stake by 29% in Q2 2026, selling an estimated $18.9M and leaving 1,795,268 shares worth $47M. The position accounts for 6.95% of the portfolio, ranked #5.

Elwood & Goetz Wealth Advisory Group first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $59.8M in Q1 2026. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,795,268 shares of Dimensional US Real Estate ETF worth $47M as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group sold 734,130 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $18.9M.
  • Dimensional US Real Estate ETF made up 6.95% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #5 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • Elwood & Goetz Wealth Advisory Group's Dimensional US Real Estate ETF position peaked at $59.8M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.