Lakeridge Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Lakeridge 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 Q2	$813K	Sell	31,081 -1,712	-5%	-$44K	0.3%	67
2026 Q1	$776K	Buy	32,793 +1,005	+3%	+$24.2K	0.33%	60
2025 Q4	$728K	Buy	31,788 +1,570	+5%	+$36.8K	0.33%	60
2025 Q3	$721K	Buy	30,218 +473	+2%	+$11.2K	0.32%	57
2025 Q2	$698K	Sell	29,745 -477	-2%	-$11.1K	0.32%	54
2025 Q1	$718K	Buy	30,222 +2,460	+9%	+$58K	0.36%	52
2024 Q4	$646K	Buy	27,762 +5,392	+24%	+$133K	0.33%	58
2024 Q3	$574K	Buy	22,370 +1,710	+8%	+$41.4K	0.32%	70
2024 Q2	$457K	Buy	20,660 +2,430	+13%	+$52.2K	0.27%	75
2024 Q1	$408K	Buy	18,230 +2,940	+19%	+$64.8K	0.26%	72
2023 Q4	$348K	Buy	+15,290	New	+$313K	0.25%	82

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 $3.53B 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

Rachor Investment Advisory Services Linden, Michigan $203M AUM

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