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

Heritage Wealth Management (Texas)’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 		$240K Buy
10,149
+15
+0.1% +$361 0.1% 34
2025
Q4 		$232K Sell
10,134
-242
-2% -$5.67K 0.1% 34
2025
Q3 		$247K Sell
10,376
-1,819
-15% -$42.9K 0.11% 33
2025
Q2 		$286K Sell
12,195
-2,739
-18% -$63.6K 0.14% 28
2025
Q1 		$355K Sell
14,934
-3,659
-20% -$86.3K 0.21% 26
2024
Q4 		$433K Buy
18,593
+255
+1% +$6.31K 0.25% 22
2024
Q3 		$470K Sell
18,338
-928
-5% -$22.5K 0.27% 24
2024
Q2 		$426K Buy
19,266
+120
+0.6% +$2.58K 0.27% 25
2024
Q1 		$428K Sell
19,146
-895
-4% -$19.7K 0.28% 25
2023
Q4 		$456K Buy
+20,041
New +$411K 0.32% 25
2023
Q3 		– Sell
-9,638
Closed -$207K – 27
2023
Q2 		$207K Sell
9,638
-1,570
-14% -$33.2K 0.18% 25
2023
Q1 		$241K Sell
11,208
-685
-6% -$15.1K 0.23% 23
2022
Q4 		$252K Buy
+11,893
New +$252K 0.26% 25

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

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

Heritage Wealth Management (Texas) increased its Dimensional US Real Estate ETF (DFAR) stake by 0.15% in Q1 2026, buying an estimated $361 and bringing the position to 10,149 shares worth $240K. The position accounts for 0.1% of the portfolio, ranked #34.

Heritage Wealth Management (Texas) first reported a position in DFAR in Q4 2022 and has held it in 13 quarters since. The position peaked at $470K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Heritage Wealth Management (Texas) held 10,149 shares of Dimensional US Real Estate ETF worth $240K as of Q1 2026.
  • Heritage Wealth Management (Texas) bought 15 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $361.
  • Dimensional US Real Estate ETF made up 0.1% of Heritage Wealth Management (Texas)'s portfolio in Q1 2026, its #34 holding.
  • Heritage Wealth Management (Texas) first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
  • Heritage Wealth Management (Texas)'s Dimensional US Real Estate ETF position peaked at $470K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Heritage Wealth Management (Texas)'s 13F filing for Q1 2026, filed 6 May 2026.