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 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 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

JDH Wealth Management's DFAR Position: Q1 2026 in Review

JDH Wealth Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 15% in Q1 2026, selling an estimated $44.2K and leaving 10,174 shares worth $241K. The position accounts for 0.16% of the portfolio, ranked #46.

JDH Wealth Management first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $294K in Q1 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

JDH Wealth Management held 10,174 shares of Dimensional US Real Estate ETF worth $241K as of Q1 2026.
JDH Wealth Management sold 1,840 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $44.2K.
Dimensional US Real Estate ETF made up 0.16% of JDH Wealth Management's portfolio in Q1 2026, its #46 holding.
JDH Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
JDH Wealth Management's Dimensional US Real Estate ETF position peaked at $294K in Q1 2025.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on JDH Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.