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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
Q2 		$14.2M Buy
543,699
+11,218
+2% +$288K 8.31% 3
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
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
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
SC
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

Fidato Wealth's DFAR Position: Q2 2026 in Review

Fidato Wealth increased its Dimensional US Real Estate ETF (DFAR) stake by 2.1% in Q2 2026, buying an estimated $288K and bringing the position to 543,699 shares worth $14.2M. The position accounts for 8.31% of the portfolio, ranked #3.

Fidato Wealth first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Fidato Wealth held 543,699 shares of Dimensional US Real Estate ETF worth $14.2M as of Q2 2026.
  • Fidato Wealth bought 11,218 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $288K.
  • Dimensional US Real Estate ETF made up 8.31% of Fidato Wealth's portfolio in Q2 2026, its #3 holding.
  • Fidato Wealth first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Fidato Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.