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

Geneos 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 		$13.8K Hold
583
– – ﹤0.01% 1903
2025
Q4 		$13.4K Hold
583
– – ﹤0.01% 1874
2025
Q3 		$13.9K Hold
583
– – ﹤0.01% 1852
2025
Q2 		$13.7K Sell
583
-583
-50% -$13.5K ﹤0.01% 2194
2025
Q1 		$27.7K Buy
+1,166
New +$27.5K ﹤0.01% 2192

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

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

Geneos Wealth Management held its Dimensional US Real Estate ETF (DFAR) position steady in Q1 2026 at 583 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Geneos Wealth Management first reported a position in DFAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $27.7K in Q1 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Geneos Wealth Management held 583 shares of Dimensional US Real Estate ETF worth $13.8K as of Q1 2026.
  • Geneos Wealth Management left its Dimensional US Real Estate ETF share count unchanged in Q1 2026.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q1 2026, its #1903 holding.
  • Geneos Wealth Management first reported a position in Dimensional US Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • Geneos Wealth Management's Dimensional US Real Estate ETF position peaked at $27.7K in Q1 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Geneos Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.