IMA Advisory Services’s Dimensional US Real Estate ETF DFAR Stock Holding History

IMA Advisory Services’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	$44.2K	Buy	+1,688	New	+$43.4K	﹤0.01%	521

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

IMA Advisory Services's DFAR Position: Q2 2026 in Review

IMA Advisory Services opened a new position in Dimensional US Real Estate ETF (DFAR) in Q2 2026: 1,688 shares worth $44.2K. The stake represents ﹤0.01% of the portfolio and ranks #521 among its holdings.

300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

IMA Advisory Services held 1,688 shares of Dimensional US Real Estate ETF worth $44.2K as of Q2 2026.
Dimensional US Real Estate ETF was a new IMA Advisory Services position in Q2 2026.
Dimensional US Real Estate ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #521 holding.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.