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

GEN 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 		$1.85M Buy
70,730
+48,764
+222% +$1.25M 1.11% 12
2026
Q1 		$520K Buy
+21,966
New +$528K 0.32% 33

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

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

GEN Financial Management increased its Dimensional US Real Estate ETF (DFAR) stake by 222% in Q2 2026, buying an estimated $1.25M and bringing the position to 70,730 shares worth $1.85M. The position accounts for 1.11% of the portfolio, ranked #12.

GEN Financial Management first reported a position in DFAR in Q1 2026 and has held it in 2 quarters since. 146 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • GEN Financial Management held 70,730 shares of Dimensional US Real Estate ETF worth $1.85M as of Q2 2026.
  • GEN Financial Management bought 48,764 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $1.25M.
  • Dimensional US Real Estate ETF made up 1.11% of GEN Financial Management's portfolio in Q2 2026, its #12 holding.
  • GEN Financial Management first reported a position in Dimensional US Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 146 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.