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Heritage Wealth Management (California)’s Dimensional US Real Estate ETF DFAR Stock Holding History

Heritage Wealth Management (California)’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 		$1.11M Buy
42,270
+2,296
+6% +$59K 0.42% 46
2026
Q1 		$945K Buy
39,974
+2,282
+6% +$54.9K 0.52% 43
2025
Q4 		$863K Buy
37,692
+607
+2% +$14.2K 0.55% 44
2025
Q3 		$884K Sell
37,085
-1,086
-3% -$25.6K 0.59% 44
2025
Q2 		$896K Buy
38,171
+1,385
+4% +$32.2K 0.6% 41
2025
Q1 		$874K Sell
36,786
-75
-0.2% -$1.77K 0.66% 39
2024
Q4 		$858K Buy
36,861
+221
+0.6% +$5.47K 0.62% 39
2024
Q3 		$939K Sell
36,640
-1,138
-3% -$27.6K 0.67% 37
2024
Q2 		$835K Buy
37,778
+821
+2% +$17.6K 0.61% 37
2024
Q1 		$827K Sell
36,957
-3,754
-9% -$82.7K 0.62% 37
2023
Q4 		$926K Buy
+40,711
New +$834K 0.74% 29

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Heritage Wealth Management (California)'s DFAR Position: Q2 2026 in Review

Heritage Wealth Management (California) increased its Dimensional US Real Estate ETF (DFAR) stake by 5.7% in Q2 2026, buying an estimated $59K and bringing the position to 42,270 shares worth $1.11M. The position accounts for 0.42% of the portfolio, ranked #46.

Heritage Wealth Management (California) first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Heritage Wealth Management (California) held 42,270 shares of Dimensional US Real Estate ETF worth $1.11M as of Q2 2026.
  • Heritage Wealth Management (California) bought 2,296 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $59K.
  • Dimensional US Real Estate ETF made up 0.42% of Heritage Wealth Management (California)'s portfolio in Q2 2026, its #46 holding.
  • Heritage Wealth Management (California) first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 301 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q2 2026, filed 22 Jul 2026.