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

Fidato Wealth’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	$12.6M	Buy	532,481 +9,064	+2%	+$218K	8.18%	3
2025 Q4	$12M	Buy	523,417 +32,758	+7%	+$767K	7.66%	3
2025 Q3	$11.7M	Buy	490,659 +29,615	+6%	+$698K	7.69%	3
2025 Q2	$10.8M	Buy	461,044 +31,635	+7%	+$734K	7.73%	3
2025 Q1	$10.2M	Buy	429,409 +11,511	+3%	+$271K	7.81%	3
2024 Q4	$9.72M	Buy	417,898 +26,997	+7%	+$668K	7.29%	3
2024 Q3	$10M	Buy	390,901 +1,086	+0.3%	+$26.3K	8.05%	3
2024 Q2	$8.61M	Buy	389,815 +19,335	+5%	+$415K	7.61%	3
2024 Q1	$8.29M	Buy	370,480 +8,438	+2%	+$186K	7.43%	4
2023 Q4	$8.23M	Buy	+362,042	New	+$7.42M	7.86%	3

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 $2.57B AUM 21.7% 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 $625M AUM 16.29% 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

Fidato Wealth's DFAR Position: Q1 2026 in Review

Fidato Wealth increased its Dimensional US Real Estate ETF (DFAR) stake by 1.7% in Q1 2026, buying an estimated $218K and bringing the position to 532,481 shares worth $12.6M. The position accounts for 8.18% of the portfolio, ranked #3.

Fidato Wealth first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Fidato Wealth held 532,481 shares of Dimensional US Real Estate ETF worth $12.6M as of Q1 2026.
Fidato Wealth bought 9,064 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $218K.
Dimensional US Real Estate ETF made up 8.18% of Fidato Wealth's portfolio in Q1 2026, its #3 holding.
Fidato Wealth first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Fidato Wealth's 13F filing for Q1 2026, filed 7 May 2026.