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Global Trust Asset Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Global Trust Asset 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 		$7.85K Sell
300
-2,000
-87% -$51.4K ﹤0.01% 350
2026
Q1 		$54.4K Hold
2,300
– – 0.02% 245
2025
Q4 		$52.7K Sell
2,300
-846
-27% -$19.8K 0.02% 240
2025
Q3 		$75K Sell
3,146
-6,368
-67% -$150K 0.03% 252
2025
Q2 		$223K Sell
9,514
-1,150
-11% -$26.7K 0.12% 148
2025
Q1 		$253K Sell
10,664
-12,366
-54% -$292K 0.15% 127
2024
Q4 		$536K Sell
23,030
-10,925
-32% -$270K 0.2% 100
2024
Q3 		$871K Sell
33,955
-3,225
-9% -$78.1K 0.32% 77
2024
Q2 		$822K Buy
37,180
+160
+0.4% +$3.44K 0.33% 75
2024
Q1 		$828K Buy
37,020
+2,380
+7% +$52.4K 0.34% 68
2023
Q4 		$788K Sell
34,640
-11,792
-25% -$242K 0.35% 73
2023
Q3 		$906K Sell
46,432
-3,354
-7% -$71.1K 0.43% 64
2023
Q2 		$1.07M Buy
49,786
+1
+0% +$21 0.48% 59
2023
Q1 		$1.07M Sell
49,785
-3,175
-6% -$69.8K 0.51% 59
2022
Q4 		$1.12M Sell
52,960
-68,012
-56% -$1.44M 0.57% 55
2022
Q3 		$2.49M Buy
120,972
+15,641
+15% +$371K 1.3% 21
2022
Q2 		$2.43M Buy
+105,331
New +$2.63M 1.2% 22

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Global Trust Asset Management's DFAR Position: Q2 2026 in Review

Global Trust Asset Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 87% in Q2 2026, selling an estimated $51.4K and leaving 300 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Global Trust Asset Management first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.49M in Q3 2022. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Global Trust Asset Management held 300 shares of Dimensional US Real Estate ETF worth $7.85K as of Q2 2026.
  • Global Trust Asset Management sold 2,000 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $51.4K.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Global Trust Asset Management's portfolio in Q2 2026, its #350 holding.
  • Global Trust Asset Management first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • Global Trust Asset Management's Dimensional US Real Estate ETF position peaked at $2.49M in Q3 2022.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Global Trust Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.