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 Q2	$694K	Sell	26,223 -538	-2%	-$13.8K	0.26%	72
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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

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

EntreWealth's DFAR Position: Q2 2026 in Review

EntreWealth reduced its Dimensional US Real Estate ETF (DFAR) stake by 2% in Q2 2026, selling an estimated $13.8K and leaving 26,223 shares worth $694K. The position accounts for 0.26% of the portfolio, ranked #72.

EntreWealth first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.5M in Q4 2024. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

EntreWealth held 26,223 shares of Dimensional US Real Estate ETF worth $694K as of Q2 2026.
EntreWealth sold 538 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $13.8K.
Dimensional US Real Estate ETF made up 0.26% of EntreWealth's portfolio in Q2 2026, its #72 holding.
EntreWealth first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
EntreWealth's Dimensional US Real Estate ETF position peaked at $1.5M in Q4 2024.
301 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on EntreWealth's 13F filing for Q2 2026, filed 14 Aug 2026.