GCA
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Gradient Capital Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Gradient Capital 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
Q2 		$5.74M Buy
219,228
+5,031
+2% +$129K 1.33% 21
2026
Q1 		$5.07M Buy
214,197
+8,193
+4% +$197K 1.31% 22
2025
Q4 		$4.72M Buy
206,004
+2,996
+1% +$70.2K 1.22% 24
2025
Q3 		$4.84M Buy
203,008
+5,303
+3% +$125K 1.3% 23
2025
Q2 		$4.64M Buy
197,705
+6,938
+4% +$161K 1.37% 20
2025
Q1 		$4.53M Buy
190,767
+6,602
+4% +$156K 1.48% 20
2024
Q4 		$4.29M Buy
184,165
+5,393
+3% +$134K 1.38% 19
2024
Q3 		$4.58M Buy
178,772
+7,669
+4% +$186K 1.52% 19
2024
Q2 		$3.78M Buy
171,103
+5,637
+3% +$121K 1.35% 23
2024
Q1 		$3.7M Buy
165,466
+6,286
+4% +$138K 1.36% 22
2023
Q4 		$3.62M Buy
159,180
+777
+0.5% +$15.9K 1.38% 20
2023
Q3 		$3.09M Buy
158,403
+10,971
+7% +$233K 1.29% 22
2023
Q2 		$3.17M Buy
147,432
+7,437
+5% +$157K 1.27% 23
2023
Q1 		$3.01M Buy
139,995
+4,913
+4% +$108K 1.28% 22
2022
Q4 		$2.86M Buy
135,082
+15,437
+13% +$327K 1.3% 22
2022
Q3 		$2.46M Buy
119,645
+40,841
+52% +$969K 1.17% 23
2022
Q2 		$1.82M Buy
78,804
+55,883
+244% +$1.4M 0.87% 30
2022
Q1 		$621K Buy
+22,921
New +$597K 0.26% 75

Other funds holding DFAR

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM

Gradient Capital Advisors's DFAR Position: Q2 2026 in Review

Gradient Capital Advisors increased its Dimensional US Real Estate ETF (DFAR) stake by 2.3% in Q2 2026, buying an estimated $129K and bringing the position to 219,228 shares worth $5.74M. The position accounts for 1.33% of the portfolio, ranked #21.

Gradient Capital Advisors first reported a position in DFAR in Q1 2022 and has held it in 18 quarters since. 59 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Gradient Capital Advisors held 219,228 shares of Dimensional US Real Estate ETF worth $5.74M as of Q2 2026.
  • Gradient Capital Advisors bought 5,031 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $129K.
  • Dimensional US Real Estate ETF made up 1.33% of Gradient Capital Advisors's portfolio in Q2 2026, its #21 holding.
  • Gradient Capital Advisors first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 18 quarters since.
  • 59 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.