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FMB Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

FMB Wealth 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
Q1 		$2.23M Buy
94,317
+6,353
+7% +$153K 0.92% 25
2025
Q4 		$2.01M Buy
87,964
+1,970
+2% +$46.1K 0.79% 25
2025
Q3 		$2.05M Buy
85,994
+15,368
+22% +$362K 0.87% 24
2025
Q2 		$1.66M Buy
70,626
+17,256
+32% +$401K 0.79% 27
2025
Q1 		$1.27M Buy
53,370
+5,170
+11% +$122K 0.7% 27
2024
Q4 		$1.12M Buy
48,200
+2,265
+5% +$56.1K 0.63% 28
2024
Q3 		$1.18M Buy
45,935
+7,254
+19% +$176K 0.67% 30
2024
Q2 		$855K Buy
38,681
+6,786
+21% +$146K 0.65% 30
2024
Q1 		$714K Buy
31,895
+1,705
+6% +$37.6K 0.57% 33
2023
Q4 		$687K Buy
30,190
+18,325
+154% +$375K 0.63% 31
2023
Q3 		$232K Buy
11,865
+914
+8% +$19.4K 0.25% 45
2023
Q2 		$236K Buy
+10,951
New +$232K 0.25% 48

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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
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
VT
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
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

FMB Wealth Management's DFAR Position: Q1 2026 in Review

FMB Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 7.2% in Q1 2026, buying an estimated $153K and bringing the position to 94,317 shares worth $2.23M. The position accounts for 0.92% of the portfolio, ranked #25.

FMB Wealth Management first reported a position in DFAR in Q2 2023 and has held it in 12 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • FMB Wealth Management held 94,317 shares of Dimensional US Real Estate ETF worth $2.23M as of Q1 2026.
  • FMB Wealth Management bought 6,353 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $153K.
  • Dimensional US Real Estate ETF made up 0.92% of FMB Wealth Management's portfolio in Q1 2026, its #25 holding.
  • FMB Wealth Management first reported a position in Dimensional US Real Estate ETF in Q2 2023 and has held it in 12 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on FMB Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.