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Helen Stephens Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Helen Stephens 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
Q2 		$11.5M Buy
438,451
+48,797
+13% +$1.25M 1.95% 11
2026
Q1 		$9.22M Buy
389,654
+12,116
+3% +$291K 1.84% 12
2025
Q4 		$8.65M Buy
377,538
+30,290
+9% +$709K 1.82% 12
2025
Q3 		$8.28M Buy
347,248
+10,658
+3% +$251K 1.84% 13
2025
Q2 		$7.9M Sell
336,590
-6,505
-2% -$151K 1.96% 12
2025
Q1 		$8.16M Buy
343,095
+14,337
+4% +$338K 2.31% 11
2024
Q4 		$7.65M Sell
328,758
-51,897
-14% -$1.28M 2.27% 11
2024
Q3 		$9.76M Buy
380,655
+50,465
+15% +$1.22M 2.96% 10
2024
Q2 		$7.3M Buy
330,190
+65,037
+25% +$1.4M 2.52% 11
2024
Q1 		$5.93M Buy
265,153
+90,175
+52% +$1.99M 2.29% 14
2023
Q4 		$3.98M Buy
174,978
+26,388
+18% +$541K 1.78% 14
2023
Q3 		$2.9M Buy
148,590
+16,357
+12% +$347K 1.5% 17
2023
Q2 		$2.85M Buy
132,233
+28,263
+27% +$598K 1.44% 19
2023
Q1 		$2.23M Buy
103,970
+25,144
+32% +$553K 1.16% 23
2022
Q4 		$1.67M Buy
78,826
+64,807
+462% +$1.37M 0.99% 24
2022
Q3 		$288K Buy
+14,019
New +$333K 0.2% 53

Other funds holding DFAR

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
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
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Helen Stephens Group's DFAR Position: Q2 2026 in Review

Helen Stephens Group increased its Dimensional US Real Estate ETF (DFAR) stake by 13% in Q2 2026, buying an estimated $1.25M and bringing the position to 438,451 shares worth $11.5M. The position accounts for 1.95% of the portfolio, ranked #11.

Helen Stephens Group first reported a position in DFAR in Q3 2022 and has held it in 16 quarters since. 146 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Helen Stephens Group held 438,451 shares of Dimensional US Real Estate ETF worth $11.5M as of Q2 2026.
  • Helen Stephens Group bought 48,797 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $1.25M.
  • Dimensional US Real Estate ETF made up 1.95% of Helen Stephens Group's portfolio in Q2 2026, its #11 holding.
  • Helen Stephens Group first reported a position in Dimensional US Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
  • 146 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Helen Stephens Group's 13F filing for Q2 2026, filed 31 Jul 2026.