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

Flagstone Financial Management’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	$471K	Sell	18,004 -3,162	-15%	-$81.3K	0.11%	46
2026 Q1	$501K	Hold	21,166	–	–	0.12%	41
2025 Q4	$485K	Hold	21,166	–	–	0.12%	41
2025 Q3	$505K	Hold	21,166	–	–	0.13%	39
2025 Q2	$497K	Hold	21,166	–	–	0.14%	41
2025 Q1	$503K	Buy	21,166 +42	+0.2%	+$991	0.16%	34
2024 Q4	$492K	Buy	21,124 +1,850	+10%	+$45.8K	0.16%	34
2024 Q3	$494K	Hold	19,274	–	–	0.17%	33
2024 Q2	$426K	Hold	19,274	–	–	0.16%	32
2024 Q1	$431K	Hold	19,274	–	–	0.17%	30
2023 Q4	$438K	Buy	+19,274	New	+$395K	0.18%	32

Other funds holding DFAR

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

GOCP

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

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Flagstone Financial Management's DFAR Position: Q2 2026 in Review

Flagstone Financial Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 15% in Q2 2026, selling an estimated $81.3K and leaving 18,004 shares worth $471K. The position accounts for 0.11% of the portfolio, ranked #46.

Flagstone Financial Management first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $505K in Q3 2025. 146 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Flagstone Financial Management held 18,004 shares of Dimensional US Real Estate ETF worth $471K as of Q2 2026.
Flagstone Financial Management sold 3,162 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $81.3K.
Dimensional US Real Estate ETF made up 0.11% of Flagstone Financial Management's portfolio in Q2 2026, its #46 holding.
Flagstone Financial Management first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
Flagstone Financial Management's Dimensional US Real Estate ETF position peaked at $505K in Q3 2025.
146 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Flagstone Financial Management's 13F filing for Q2 2026, filed 21 Jul 2026.