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

Fonville 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 		$390K Sell
16,492
-3,053
-16% -$73.4K 0.07% 97
2025
Q4 		$448K Sell
19,545
-768
-4% -$18K 0.09% 93
2025
Q3 		$484K Sell
20,313
-46
-0.2% -$1.08K 0.11% 90
2025
Q2 		$478K Sell
20,359
-117
-0.6% -$2.72K 0.12% 82
2025
Q1 		$487K Sell
20,476
-178
-0.9% -$4.2K 0.14% 76
2024
Q4 		$481K Sell
20,654
-429
-2% -$10.6K 0.16% 72
2024
Q3 		$541K Sell
21,083
-82
-0.4% -$1.99K 0.19% 66
2024
Q2 		$468K Sell
21,165
-756
-3% -$16.2K 0.19% 67
2024
Q1 		$490K Sell
21,921
-1,021
-4% -$22.5K 0.22% 65
2023
Q4 		$522K Buy
+22,942
New +$470K 0.28% 61

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

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

Fonville Wealth Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 16% in Q1 2026, selling an estimated $73.4K and leaving 16,492 shares worth $390K. The position accounts for 0.07% of the portfolio, ranked #97.

Fonville Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $541K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Fonville Wealth Management held 16,492 shares of Dimensional US Real Estate ETF worth $390K as of Q1 2026.
  • Fonville Wealth Management sold 3,053 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $73.4K.
  • Dimensional US Real Estate ETF made up 0.07% of Fonville Wealth Management's portfolio in Q1 2026, its #97 holding.
  • Fonville Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
  • Fonville Wealth Management's Dimensional US Real Estate ETF position peaked at $541K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Fonville Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.