Fidelity Investments’s Dimensional US Real Estate ETF DFAR Stock Holding History

Fidelity Investments’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 Q1	–	Sell	-7	Closed	-$163	–	5370
2024 Q4	$163	Buy	7 +6	+600%	+$149	﹤0.01%	5068
2024 Q3	$26	Buy	+1	New	+$24	﹤0.01%	5299
2024 Q2	–	Sell	-1	Closed	-$22	–	5414
2024 Q1	$22	Buy	+1	New	+$22	﹤0.01%	5177
2023 Q4	–	Sell	-2	Closed	-$39	–	5478
2023 Q3	$39	Buy	+2	New	+$42	﹤0.01%	4978
2023 Q2	–	Sell	-2	Closed	-$43	–	5411
2023 Q1	$43	Buy	+2	New	+$44	﹤0.01%	4996

Other funds holding DFAR

Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

GOCP

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

Fidelity Investments's DFAR Position: Q1 2025 in Review

Fidelity Investments sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2025, closing a stake of 7 shares — an estimated $163 sold.

Fidelity Investments first reported a position in DFAR in Q1 2023 and held it in 5 quarters. The position peaked at $163 in Q4 2024. 244 funds tracked by Wall St. Rank hold DFAR as of Q1 2025.

Fidelity Investments reported no remaining Dimensional US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
Fidelity Investments sold 7 Dimensional US Real Estate ETF shares in Q1 2025, an estimated $163.
Fidelity Investments first reported a position in Dimensional US Real Estate ETF in Q1 2023 and held it in 5 quarters.
Fidelity Investments's Dimensional US Real Estate ETF position peaked at $163 in Q4 2024.
244 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2025.

Based on Fidelity Investments's 13F filing for Q1 2025, filed 12 May 2025.