Evanson Asset Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Evanson Asset Management’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	$3.8M	Buy	160,500 +176	+0.1%	+$4.23K	0.2%	52
2025 Q4	$3.67M	Buy	160,324 +2,124	+1%	+$49.7K	0.2%	55
2025 Q3	$3.77M	Buy	158,200 +1,034	+0.7%	+$24.4K	0.21%	51
2025 Q2	$3.69M	Buy	157,166 +6,024	+4%	+$140K	0.23%	49
2025 Q1	$3.59M	Sell	151,142 -69,752	-32%	-$1.65M	0.25%	47
2024 Q4	$5.14M	Buy	220,894 +7,398	+3%	+$183K	0.35%	39
2024 Q3	$5.47M	Buy	213,496 +20,697	+11%	+$501K	0.39%	38
2024 Q2	$4.26M	Buy	192,799 +37,312	+24%	+$801K	0.31%	40
2024 Q1	$3.48M	Buy	155,487 +24,934	+19%	+$549K	0.26%	47
2023 Q4	$2.97M	Buy	130,553 +15,735	+14%	+$322K	0.24%	49
2023 Q3	$2.24M	Buy	114,818 +29,687	+35%	+$630K	0.21%	53
2023 Q2	$1.83M	Buy	85,131 +29,853	+54%	+$631K	0.17%	65
2023 Q1	$1.19M	Buy	55,278 +20,323	+58%	+$447K	0.12%	85
2022 Q4	$739K	Buy	34,955 +14,822	+74%	+$314K	0.08%	115
2022 Q3	$414K	Hold	20,133	–	–	0.05%	169
2022 Q2	$465K	Buy	20,133 +10,565	+110%	+$264K	0.05%	166
2022 Q1	$259K	Buy	+9,568	New	+$249K	0.03%	241

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

Evanson Asset Management's DFAR Position: Q1 2026 in Review

Evanson Asset Management increased its Dimensional US Real Estate ETF (DFAR) stake by 0.11% in Q1 2026, buying an estimated $4.23K and bringing the position to 160,500 shares worth $3.8M. The position accounts for 0.2% of the portfolio, ranked #52.

Evanson Asset Management first reported a position in DFAR in Q1 2022 and has held it in 17 quarters since. The position peaked at $5.47M in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Evanson Asset Management held 160,500 shares of Dimensional US Real Estate ETF worth $3.8M as of Q1 2026.
Evanson Asset Management bought 176 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $4.23K.
Dimensional US Real Estate ETF made up 0.2% of Evanson Asset Management's portfolio in Q1 2026, its #52 holding.
Evanson Asset Management first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
Evanson Asset Management's Dimensional US Real Estate ETF position peaked at $5.47M in Q3 2024.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Evanson Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.