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

Grand 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 		$4.83M Buy
204,225
+15,044
+8% +$362K 2.27% 11
2025
Q4 		$4.33M Buy
189,181
+22,153
+13% +$519K 1.96% 12
2025
Q3 		$3.98M Buy
167,028
+10,469
+7% +$247K 1.92% 13
2025
Q2 		$3.67M Sell
156,559
-2,599
-2% -$60.3K 1.89% 12
2025
Q1 		$3.78M Buy
159,158
+16,503
+12% +$389K 2.08% 12
2024
Q4 		$3.32M Buy
142,655
+27,971
+24% +$692K 1.85% 13
2024
Q3 		$2.94M Buy
114,684
+4,690
+4% +$114K 1.66% 11
2024
Q2 		$2.43M Sell
109,994
-26,148
-19% -$562K 1.44% 12
2024
Q1 		$3.05M Buy
136,142
+20,043
+17% +$442K 1.45% 13
2023
Q4 		$2.64M Sell
116,099
-1,936
-2% -$39.7K 1.43% 15
2023
Q3 		$2.3M Buy
118,035
+6,695
+6% +$142K 1.41% 16
2023
Q2 		$2.4M Buy
111,340
+4,405
+4% +$93.1K 1.42% 16
2023
Q1 		$2.3M Buy
106,935
+17,494
+20% +$385K 1.38% 17
2022
Q4 		$1.89M Buy
89,441
+59,393
+198% +$1.26M 1.18% 19
2022
Q3 		$618K Buy
30,048
+12,005
+67% +$285K 0.32% 27
2022
Q2 		$417K Buy
18,043
+15,691
+667% +$392K 0.21% 31
2022
Q1 		$64K Buy
+2,352
New +$61.2K 0.03% 44

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

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

Grand Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 8% in Q1 2026, buying an estimated $362K and bringing the position to 204,225 shares worth $4.83M. The position accounts for 2.27% of the portfolio, ranked #11.

Grand Wealth Management first reported a position in DFAR in Q1 2022 and has held it in 17 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Grand Wealth Management held 204,225 shares of Dimensional US Real Estate ETF worth $4.83M as of Q1 2026.
  • Grand Wealth Management bought 15,044 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $362K.
  • Dimensional US Real Estate ETF made up 2.27% of Grand Wealth Management's portfolio in Q1 2026, its #11 holding.
  • Grand Wealth Management first reported a position in Dimensional US Real Estate ETF in Q1 2022 and has held it in 17 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Grand Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.