EnRich Financial Partners’s Dimensional US Real Estate ETF DFAR Stock Holding History

EnRich Financial Partners’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	$308K	Sell	13,007 -8	-0.1%	-$192	0.08%	52
2025 Q4	$298K	Buy	13,015 +875	+7%	+$20.5K	0.08%	54
2025 Q3	$290K	Hold	12,140	–	–	0.08%	52
2025 Q2	$285K	Hold	12,140	–	–	0.09%	50
2025 Q1	$289K	Hold	12,140	–	–	0.1%	45
2024 Q4	$282K	Hold	12,140	–	–	0.09%	43
2024 Q3	$311K	Hold	12,140	–	–	0.1%	42
2024 Q2	$268K	Buy	12,140 +569	+5%	+$12.2K	0.1%	47
2024 Q1	$259K	Buy	+11,571	New	+$255K	0.1%	44

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

EnRich Financial Partners's DFAR Position: Q1 2026 in Review

EnRich Financial Partners reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.06% in Q1 2026, selling an estimated $192 and leaving 13,007 shares worth $308K. The position accounts for 0.08% of the portfolio, ranked #52.

EnRich Financial Partners first reported a position in DFAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $311K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

EnRich Financial Partners held 13,007 shares of Dimensional US Real Estate ETF worth $308K as of Q1 2026.
EnRich Financial Partners sold 8 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $192.
Dimensional US Real Estate ETF made up 0.08% of EnRich Financial Partners's portfolio in Q1 2026, its #52 holding.
EnRich Financial Partners first reported a position in Dimensional US Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
EnRich Financial Partners's Dimensional US Real Estate ETF position peaked at $311K in Q3 2024.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on EnRich Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.