FH
DFAR icon

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
Q2 		$8.38M Buy
320,415
+26,150
+9% +$672K 3.47% 9
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
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

Financial Harvest's DFAR Position: Q2 2026 in Review

Financial Harvest increased its Dimensional US Real Estate ETF (DFAR) stake by 8.9% in Q2 2026, buying an estimated $672K and bringing the position to 320,415 shares worth $8.38M. The position accounts for 3.47% of the portfolio, ranked #9.

Financial Harvest first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Financial Harvest held 320,415 shares of Dimensional US Real Estate ETF worth $8.38M as of Q2 2026.
  • Financial Harvest bought 26,150 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $672K.
  • Dimensional US Real Estate ETF made up 3.47% of Financial Harvest's portfolio in Q2 2026, its #9 holding.
  • Financial Harvest first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Financial Harvest's 13F filing for Q2 2026, filed 10 Aug 2026.