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Legacy Capital Wealth Partners’s Dimensional US Real Estate ETF DFAR Stock Holding History

Legacy Capital Wealth Partners’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 		$421K Sell
17,814
-9,725
-35% -$234K 0.09% 233
2025
Q4 		$631K Sell
27,539
-5,857
-18% -$137K 0.14% 161
2025
Q3 		$796K Buy
33,396
+5,630
+20% +$133K 0.17% 123
2025
Q2 		$651K Buy
+27,766
New +$645K 0.15% 148

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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

Legacy Capital Wealth Partners's DFAR Position: Q1 2026 in Review

Legacy Capital Wealth Partners reduced its Dimensional US Real Estate ETF (DFAR) stake by 35% in Q1 2026, selling an estimated $234K and leaving 17,814 shares worth $421K. The position accounts for 0.09% of the portfolio, ranked #233.

Legacy Capital Wealth Partners first reported a position in DFAR in Q2 2025 and has held it in 4 quarters since. The position peaked at $796K in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Legacy Capital Wealth Partners held 17,814 shares of Dimensional US Real Estate ETF worth $421K as of Q1 2026.
  • Legacy Capital Wealth Partners sold 9,725 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $234K.
  • Dimensional US Real Estate ETF made up 0.09% of Legacy Capital Wealth Partners's portfolio in Q1 2026, its #233 holding.
  • Legacy Capital Wealth Partners first reported a position in Dimensional US Real Estate ETF in Q2 2025 and has held it in 4 quarters since.
  • Legacy Capital Wealth Partners's Dimensional US Real Estate ETF position peaked at $796K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q1 2026, filed 15 May 2026.