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EntreWealth’s Dimensional US Real Estate ETF DFAR Stock Holding History

EntreWealth’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 		$633K Sell
26,761
-14
-0.1% -$337 0.28% 62
2025
Q4 		$644K Sell
26,775
-4,890
-15% -$115K 0.29% 61
2025
Q3 		$755K Sell
31,665
-3,735
-11% -$88.1K 0.39% 50
2025
Q2 		$830K Sell
35,400
-21,105
-37% -$490K 0.57% 37
2025
Q1 		$1.34M Sell
56,505
-2,246
-4% -$53K 1.03% 26
2024
Q4 		$1.5M Buy
+58,751
New +$1.45M 1.38% 23

Other funds holding DFAR

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

EntreWealth's DFAR Position: Q1 2026 in Review

EntreWealth reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.05% in Q1 2026, selling an estimated $337 and leaving 26,761 shares worth $633K. The position accounts for 0.28% of the portfolio, ranked #62.

EntreWealth first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.5M in Q4 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • EntreWealth held 26,761 shares of Dimensional US Real Estate ETF worth $633K as of Q1 2026.
  • EntreWealth sold 14 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $337.
  • Dimensional US Real Estate ETF made up 0.28% of EntreWealth's portfolio in Q1 2026, its #62 holding.
  • EntreWealth first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • EntreWealth's Dimensional US Real Estate ETF position peaked at $1.5M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on EntreWealth's 13F filing for Q1 2026, filed 14 May 2026.