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Great Valley Advisor Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Great Valley Advisor Group’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 		$379K Buy
16,040
+597
+4% +$14.4K 0.01% 758
2025
Q4 		$354K Sell
15,443
-670
-4% -$15.7K 0.01% 736
2025
Q3 		$384K Buy
16,113
+457
+3% +$10.8K 0.01% 702
2025
Q2 		$367K Sell
15,656
-26,187
-63% -$608K 0.01% 688
2025
Q1 		$995K Sell
41,843
-62
-0.1% -$1.46K 0.02% 453
2024
Q4 		$975K Buy
41,905
+3,339
+9% +$82.7K 0.02% 449
2024
Q3 		$989K Buy
38,566
+21
+0.1% +$508 0.02% 430
2024
Q2 		$852K Buy
+38,545
New +$828K 0.02% 417

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

Great Valley Advisor Group's DFAR Position: Q1 2026 in Review

Great Valley Advisor Group increased its Dimensional US Real Estate ETF (DFAR) stake by 3.9% in Q1 2026, buying an estimated $14.4K and bringing the position to 16,040 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #758.

Great Valley Advisor Group first reported a position in DFAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $995K in Q1 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Great Valley Advisor Group held 16,040 shares of Dimensional US Real Estate ETF worth $379K as of Q1 2026.
  • Great Valley Advisor Group bought 597 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $14.4K.
  • Dimensional US Real Estate ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #758 holding.
  • Great Valley Advisor Group first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • Great Valley Advisor Group's Dimensional US Real Estate ETF position peaked at $995K in Q1 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.