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 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 Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 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

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 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

Heritage Wealth Management (California)'s DFAR Position: Q1 2026 in Review

Heritage Wealth Management (California) increased its Dimensional US Real Estate ETF (DFAR) stake by 6.1% in Q1 2026, buying an estimated $54.9K and bringing the position to 39,974 shares worth $945K. The position accounts for 0.52% of the portfolio, ranked #43.

Heritage Wealth Management (California) first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Heritage Wealth Management (California) held 39,974 shares of Dimensional US Real Estate ETF worth $945K as of Q1 2026.
Heritage Wealth Management (California) bought 2,282 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $54.9K.
Dimensional US Real Estate ETF made up 0.52% of Heritage Wealth Management (California)'s portfolio in Q1 2026, its #43 holding.
Heritage Wealth Management (California) first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Heritage Wealth Management (California)'s 13F filing for Q1 2026, filed 11 May 2026.