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Essential Planning’s Dimensional US Real Estate ETF DFAR Stock Holding History

Essential Planning’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
2025
Q2 		– Sell
-8,731
Closed -$208K – 83
2025
Q1 		$208K Sell
8,731
-669,139
-99% -$15.8M 0.08% 78
2024
Q4 		$16.8M Buy
677,870
+666,799
+6,023% +$16.5M 0.11% 63
2024
Q3 		$284K Sell
11,071
-352
-3% -$8.52K 0.12% 66
2024
Q2 		$252K Buy
11,423
+933
+9% +$20K 0.11% 61
2024
Q1 		$239K Buy
10,490
+15
+0.1% +$330 0.12% 57
2023
Q4 		$238K Buy
+10,475
New +$215K 0.12% 56

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Essential Planning's DFAR Position: Q2 2025 in Review

Essential Planning sold out of Dimensional US Real Estate ETF (DFAR) in Q2 2025, closing a stake of 8,731 shares — an estimated $208K sold.

Essential Planning first reported a position in DFAR in Q4 2023 and held it in 6 quarters. The position peaked at $16.8M in Q4 2024. 256 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • Essential Planning reported no remaining Dimensional US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Essential Planning sold 8,731 Dimensional US Real Estate ETF shares in Q2 2025, an estimated $208K.
  • Essential Planning first reported a position in Dimensional US Real Estate ETF in Q4 2023 and held it in 6 quarters.
  • Essential Planning's Dimensional US Real Estate ETF position peaked at $16.8M in Q4 2024.
  • 256 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2025.

Based on Essential Planning's 13F filing for Q2 2025, filed 14 Aug 2025.