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

JDH 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
Q2 		$230K Sell
8,790
-1,384
-14% -$35.6K 0.14% 52
2026
Q1 		$241K Sell
10,174
-1,840
-15% -$44.2K 0.16% 46
2025
Q4 		$275K Sell
12,014
-14
-0.1% -$328 0.19% 45
2025
Q3 		$287K Buy
12,028
+3
+0% +$71 0.2% 43
2025
Q2 		$282K Sell
12,025
-336
-3% -$7.8K 0.22% 40
2025
Q1 		$294K Buy
12,361
+1
+0% +$24 0.25% 37
2024
Q4 		$288K Buy
+12,360
New +$306K 0.25% 39

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

JDH Wealth Management's DFAR Position: Q2 2026 in Review

JDH Wealth Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 14% in Q2 2026, selling an estimated $35.6K and leaving 8,790 shares worth $230K. The position accounts for 0.14% of the portfolio, ranked #52.

JDH Wealth Management first reported a position in DFAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $294K in Q1 2025. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • JDH Wealth Management held 8,790 shares of Dimensional US Real Estate ETF worth $230K as of Q2 2026.
  • JDH Wealth Management sold 1,384 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $35.6K.
  • Dimensional US Real Estate ETF made up 0.14% of JDH Wealth Management's portfolio in Q2 2026, its #52 holding.
  • JDH Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 7 quarters since.
  • JDH Wealth Management's Dimensional US Real Estate ETF position peaked at $294K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on JDH Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.