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

Jackson Thornton 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
2026
Q1 		$11.3M Buy
455,801
+27,411
+6% +$659K 1.02% 17
2025
Q4 		$9.9M Buy
428,390
+54,566
+15% +$1.28M 0.94% 17
2025
Q3 		$8.77M Buy
373,824
+17,603
+5% +$415K 0.89% 18
2025
Q2 		$8.35M Buy
356,221
+42,726
+14% +$992K 0.96% 18
2025
Q1 		$7.19M Buy
313,495
+22,729
+8% +$536K 0.95% 18
2024
Q4 		$6.77M Buy
290,766
+59,220
+26% +$1.47M 0.86% 17
2024
Q3 		$5.94M Buy
231,546
+76,556
+49% +$1.85M 0.78% 17
2024
Q2 		$3.43M Buy
+154,990
New +$3.33M 0.52% 20

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 $2.57B AUM 21.7% 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 $625M AUM 16.29% 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

Jackson Thornton Wealth Management's DFAR Position: Q1 2026 in Review

Jackson Thornton Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 6.4% in Q1 2026, buying an estimated $659K and bringing the position to 455,801 shares worth $11.3M. The position accounts for 1.02% of the portfolio, ranked #17.

Jackson Thornton Wealth Management first reported a position in DFAR in Q2 2024 and has held it in 8 quarters since. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Jackson Thornton Wealth Management held 455,801 shares of Dimensional US Real Estate ETF worth $11.3M as of Q1 2026.
  • Jackson Thornton Wealth Management bought 27,411 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $659K.
  • Dimensional US Real Estate ETF made up 1.02% of Jackson Thornton Wealth Management's portfolio in Q1 2026, its #17 holding.
  • Jackson Thornton Wealth Management first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
  • 287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.