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Forvis Mazars Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Forvis Mazars Wealth Advisors’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 		$1.41M Sell
59,533
-6,219
-9% -$150K 0.03% 182
2025
Q4 		$1.51M Sell
65,752
-18,654
-22% -$437K 0.03% 175
2025
Q3 		$2.01M Sell
84,406
-38,183
-31% -$900K 0.04% 156
2025
Q2 		$2.88M Sell
122,589
-51,954
-30% -$1.21M 0.06% 125
2025
Q1 		$4.15M Sell
174,543
-94,071
-35% -$2.22M 0.1% 97
2024
Q4 		$6.25M Sell
268,614
-110,887
-29% -$2.75M 0.14% 78
2024
Q3 		$9.73M Sell
379,501
-137,449
-27% -$3.33M 0.22% 60
2024
Q2 		$11.4M Sell
516,950
-74,757
-13% -$1.61M 0.29% 49
2024
Q1 		$13.2M Buy
591,707
+8,609
+1% +$190K 0.34% 47
2023
Q4 		$13.3M Buy
583,098
+23,529
+4% +$482K 0.37% 43
2023
Q3 		$10.9M Buy
559,569
+97,020
+21% +$2.06M 0.33% 50
2023
Q2 		$9.95M Buy
462,549
+97,287
+27% +$2.06M 0.29% 61
2023
Q1 		$7.85M Buy
365,262
+59,670
+20% +$1.31M 0.26% 64
2022
Q4 		$6.46M Buy
305,592
+115,942
+61% +$2.46M 0.23% 72
2022
Q3 		$3.9M Buy
189,650
+111,142
+142% +$2.64M 0.16% 90
2022
Q2 		$1.81M Buy
+78,508
New +$1.96M 0.07% 134

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

Forvis Mazars Wealth Advisors's DFAR Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 9.5% in Q1 2026, selling an estimated $150K and leaving 59,533 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #182.

Forvis Mazars Wealth Advisors first reported a position in DFAR in Q2 2022 and has held it in 16 quarters since. The position peaked at $13.3M in Q4 2023. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 59,533 shares of Dimensional US Real Estate ETF worth $1.41M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 6,219 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $150K.
  • Dimensional US Real Estate ETF made up 0.03% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #182 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 16 quarters since.
  • Forvis Mazars Wealth Advisors's Dimensional US Real Estate ETF position peaked at $13.3M in Q4 2023.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.