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

Hemington 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
2025
Q3 		$11.1M Buy
465,050
+16,889
+4% +$398K 1.44% 14
2025
Q2 		$10.5M Sell
448,161
-27,678
-6% -$643K 1.52% 14
2025
Q1 		$11.3M Buy
475,839
+269,361
+130% +$6.35M 1.75% 14
2024
Q4 		$4.8M Buy
206,478
+30,956
+18% +$766K 1.21% 16
2024
Q3 		$4.34M Buy
175,522
+42,361
+32% +$1.03M 1.17% 18
2024
Q2 		$2.94M Buy
133,161
+37,836
+40% +$813K 0.99% 21
2024
Q1 		$2.13M Buy
95,325
+56,743
+147% +$1.25M 0.77% 24
2023
Q4 		$877K Buy
+38,582
New +$790K 0.34% 41

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Hemington Wealth Management's DFAR Position: Q3 2025 in Review

Hemington Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 3.8% in Q3 2025, buying an estimated $398K and bringing the position to 465,050 shares worth $11.1M. The position accounts for 1.44% of the portfolio, ranked #14.

Hemington Wealth Management first reported a position in DFAR in Q4 2023 and has held it in 8 quarters since. The position peaked at $11.3M in Q1 2025. 257 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

  • Hemington Wealth Management held 465,050 shares of Dimensional US Real Estate ETF worth $11.1M as of Q3 2025.
  • Hemington Wealth Management bought 16,889 Dimensional US Real Estate ETF shares in Q3 2025, an estimated $398K.
  • Dimensional US Real Estate ETF made up 1.44% of Hemington Wealth Management's portfolio in Q3 2025, its #14 holding.
  • Hemington Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 8 quarters since.
  • Hemington Wealth Management's Dimensional US Real Estate ETF position peaked at $11.3M in Q1 2025.
  • 257 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.