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Kathleen S. Wright Associates’s Dimensional US Real Estate ETF DFAR Stock Holding History

Kathleen S. Wright Associates’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
2025
Q3 		$104K Buy
4,352
+2,017
+86% +$47.6K 0.04% 128
2025
Q2 		$54.8K Buy
2,335
+1,260
+117% +$29.3K 0.02% 145
2025
Q1 		$25.6K Hold
1,075
– – 0.01% 177
2024
Q4 		$25K Buy
1,075
+125
+13% +$3.1K 0.01% 181
2024
Q3 		$24.4K Hold
950
– – 0.01% 200
2024
Q2 		$21K Buy
950
+171
+22% +$3.67K 0.01% 170
2024
Q1 		$17.4K Buy
+779
New +$17.2K 0.01% 167

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Kathleen S. Wright Associates's DFAR Position: Q3 2025 in Review

Kathleen S. Wright Associates increased its Dimensional US Real Estate ETF (DFAR) stake by 86% in Q3 2025, buying an estimated $47.6K and bringing the position to 4,352 shares worth $104K. The position accounts for 0.04% of the portfolio, ranked #128.

Kathleen S. Wright Associates first reported a position in DFAR in Q1 2024 and has held it in 7 quarters since. 257 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

  • Kathleen S. Wright Associates held 4,352 shares of Dimensional US Real Estate ETF worth $104K as of Q3 2025.
  • Kathleen S. Wright Associates bought 2,017 Dimensional US Real Estate ETF shares in Q3 2025, an estimated $47.6K.
  • Dimensional US Real Estate ETF made up 0.04% of Kathleen S. Wright Associates's portfolio in Q3 2025, its #128 holding.
  • Kathleen S. Wright Associates first reported a position in Dimensional US Real Estate ETF in Q1 2024 and has held it in 7 quarters since.
  • 257 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2025.

Based on Kathleen S. Wright Associates's 13F filing for Q3 2025, filed 10 Oct 2025.