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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

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

JFS Wealth Advisors's DFAR Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Dimensional US Real Estate ETF (DFAR) in Q2 2026: 51 shares worth $1.34K. The stake represents ﹤0.01% of the portfolio and ranks #1733 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in DFAR as recently as Q2 2025.

JFS Wealth Advisors first reported a position in DFAR in Q4 2024 and has held it in 4 quarters since. The position peaked at $50.9K in Q1 2025. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • JFS Wealth Advisors held 51 shares of Dimensional US Real Estate ETF worth $1.34K as of Q2 2026.
  • Dimensional US Real Estate ETF was a new JFS Wealth Advisors position in Q2 2026.
  • Dimensional US Real Estate ETF made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1733 holding.
  • JFS Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 4 quarters since.
  • JFS Wealth Advisors's Dimensional US Real Estate ETF position peaked at $50.9K in Q1 2025.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.