Exencial Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Exencial Wealth Advisors’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	$12.2M	Buy	514,719 +25,091	+5%	+$603K	0.38%	72
2025 Q4	$11.2M	Buy	489,628 +3,584	+0.7%	+$83.9K	0.35%	82
2025 Q3	$11.6M	Buy	486,044 +767	+0.2%	+$18.1K	0.38%	82
2025 Q2	$11.4M	Sell	485,277 -7,818	-2%	-$182K	0.4%	81
2025 Q1	$11.7M	Buy	493,095 +10,690	+2%	+$252K	0.43%	72
2024 Q4	$11.2M	Sell	482,405 -8,869	-2%	-$220K	0.41%	71
2024 Q3	$12.6M	Buy	491,274 +665	+0.1%	+$16.1K	0.45%	71
2024 Q2	$10.8M	Buy	490,609 +64,295	+15%	+$1.38M	0.41%	74
2024 Q1	$9.54M	Buy	426,314 +413,848	+3,320%	+$9.12M	0.36%	88
2023 Q4	$283K	Buy	+12,466	New	+$255K	0.01%	426
2022 Q4	–	Sell	-11,843	Closed	-$243K	–	421
2022 Q3	$243K	Buy	+11,843	New	+$281K	0.01%	365

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

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 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

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return

Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Exencial Wealth Advisors's DFAR Position: Q1 2026 in Review

Exencial Wealth Advisors increased its Dimensional US Real Estate ETF (DFAR) stake by 5.1% in Q1 2026, buying an estimated $603K and bringing the position to 514,719 shares worth $12.2M. The position accounts for 0.38% of the portfolio, ranked #72.

Exencial Wealth Advisors first reported a position in DFAR in Q3 2022 and has held it in 11 quarters since. The position peaked at $12.6M in Q3 2024. 289 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Exencial Wealth Advisors held 514,719 shares of Dimensional US Real Estate ETF worth $12.2M as of Q1 2026.
Exencial Wealth Advisors bought 25,091 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $603K.
Dimensional US Real Estate ETF made up 0.38% of Exencial Wealth Advisors's portfolio in Q1 2026, its #72 holding.
Exencial Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q3 2022 and has held it in 11 quarters since.
Exencial Wealth Advisors's Dimensional US Real Estate ETF position peaked at $12.6M in Q3 2024.
289 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.