JFS Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

JFS Wealth Advisors’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	$1.34K	Buy	+51	New	+$1.31K	﹤0.01%	1733
2025 Q3	–	Sell	-2,140	Closed	-$50.2K	–	1914
2025 Q2	$50.2K	Hold	2,140	–	–	﹤0.01%	465
2025 Q1	$50.9K	Buy	2,140 +1,055	+97%	+$24.9K	﹤0.01%	468
2024 Q4	$25.2K	Buy	+1,085	New	+$26.9K	﹤0.01%	591

Other funds holding DFAR

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

BCU Wealth Advisors Vernon Hills, Illinois $301M AUM 20.28% 1-Year Est. Return

Bannerman Wealth Management Group Lewisville, Texas $171M AUM 22.11% 1-Year Est. Return

Evanson Financial Mclean, Virginia $2.04B AUM