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

Fortress 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
2025 Q3	$1.33M	Buy	+55,930	New	+$1.32M	0.59%	34

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

EGWAG

Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GOCP

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

Rather & Kittrell Knoxville, Tennessee $716M AUM 15.48% 1-Year Est. Return

Fortress Wealth Management's DFAR Position: Q3 2025 in Review

Fortress Wealth Management opened a new position in Dimensional US Real Estate ETF (DFAR) in Q3 2025: 55,930 shares worth $1.33M. The stake represents 0.59% of the portfolio and ranks #34 among its holdings.

259 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

Fortress Wealth Management held 55,930 shares of Dimensional US Real Estate ETF worth $1.33M as of Q3 2025.
Dimensional US Real Estate ETF was a new Fortress Wealth Management position in Q3 2025.
Dimensional US Real Estate ETF made up 0.59% of Fortress Wealth Management's portfolio in Q3 2025, its #34 holding.
259 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2025.

Based on Fortress Wealth Management's 13F filing for Q3 2025, filed 16 Oct 2025.