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Kestra Advisory Services’s Dimensional US Real Estate ETF DFAR Stock Holding History

Kestra Advisory Services’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 		$1.24M Buy
52,510
+1,529
+3% +$36.8K ﹤0.01% 1580
2025
Q4 		$1.17M Sell
50,981
-4,716
-8% -$110K ﹤0.01% 1551
2025
Q3 		$1.33M Sell
55,697
-4,831
-8% -$114K 0.01% 1399
2025
Q2 		$1.42M Buy
60,528
+781
+1% +$18.1K 0.01% 1279
2025
Q1 		$1.42M Sell
59,747
-1,730
-3% -$40.8K 0.01% 1165
2024
Q4 		$1.43M Buy
61,477
+24,542
+66% +$608K 0.01% 1191
2024
Q3 		$947K Sell
36,935
-3,525
-9% -$85.3K 0.01% 1360
2024
Q2 		$894K Buy
40,460
+1,328
+3% +$28.5K 0.01% 1390
2024
Q1 		$875K Sell
39,132
-2,813
-7% -$62K 0.01% 1319
2023
Q4 		$954K Sell
41,945
-3,731
-8% -$76.4K 0.01% 1145
2023
Q3 		$892K Buy
45,676
+11,791
+35% +$250K 0.01% 1048
2023
Q2 		$729K Buy
33,885
+9,207
+37% +$195K 0.01% 1130
2023
Q1 		$530K Buy
24,678
+3,534
+17% +$77.7K 0.01% 1247
2022
Q4 		$447K Buy
+21,144
New +$448K ﹤0.01% 1479

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Prudential Financial
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
VT
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
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

Kestra Advisory Services's DFAR Position: Q1 2026 in Review

Kestra Advisory Services increased its Dimensional US Real Estate ETF (DFAR) stake by 3% in Q1 2026, buying an estimated $36.8K and bringing the position to 52,510 shares worth $1.24M. The position accounts for ﹤0.01% of the portfolio, ranked #1580.

Kestra Advisory Services first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.43M in Q4 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Kestra Advisory Services held 52,510 shares of Dimensional US Real Estate ETF worth $1.24M as of Q1 2026.
  • Kestra Advisory Services bought 1,529 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $36.8K.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q1 2026, its #1580 holding.
  • Kestra Advisory Services first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Kestra Advisory Services's Dimensional US Real Estate ETF position peaked at $1.43M in Q4 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.