Financial Harvest’s Dimensional US Real Estate ETF DFAR Stock Holding History

Financial Harvest’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	$6.96M	Buy	294,265 +24,628	+9%	+$592K	4.1%	8
2025 Q4	$6.18M	Buy	269,637 +29,053	+12%	+$680K	3.81%	8
2025 Q3	$5.74M	Buy	240,584 +17,052	+8%	+$402K	3.87%	8
2025 Q2	$5.24M	Buy	+223,532	New	+$5.19M	3.92%	8
2025 Q1	–	Sell	-194,763	Closed	-$4.53M	–	63
2024 Q4	$4.53M	Buy	+194,763	New	+$4.82M	3.82%	8

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

Financial Harvest's DFAR Position: Q1 2026 in Review

Financial Harvest increased its Dimensional US Real Estate ETF (DFAR) stake by 9.1% in Q1 2026, buying an estimated $592K and bringing the position to 294,265 shares worth $6.96M. The position accounts for 4.1% of the portfolio, ranked #8.

Financial Harvest first reported a position in DFAR in Q4 2024 and has held it in 5 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Financial Harvest held 294,265 shares of Dimensional US Real Estate ETF worth $6.96M as of Q1 2026.
Financial Harvest bought 24,628 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $592K.
Dimensional US Real Estate ETF made up 4.1% of Financial Harvest's portfolio in Q1 2026, its #8 holding.
Financial Harvest first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 5 quarters since.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Financial Harvest's 13F filing for Q1 2026, filed 5 May 2026.