LPL Financial

LPL Financial’s Dimensional US Real Estate ETF DFAR Stock Holding History

LPL Financial’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	$9.04M	Sell	382,140 -41,637	-10%	-$1M	﹤0.01%	2074
2025 Q4	$9.71M	Buy	423,777 +18,510	+5%	+$433K	﹤0.01%	1955
2025 Q3	$9.67M	Buy	405,267 +11,594	+3%	+$273K	﹤0.01%	1896
2025 Q2	$9.24M	Buy	393,673 +87,600	+29%	+$2.03M	﹤0.01%	1799
2025 Q1	$7.28M	Buy	306,073 +8,305	+3%	+$196K	﹤0.01%	1841
2024 Q4	$6.93M	Buy	297,768 +25,148	+9%	+$623K	﹤0.01%	1808
2024 Q3	$6.99M	Buy	272,620 +10,183	+4%	+$247K	﹤0.01%	1728
2024 Q2	$5.8M	Buy	262,437 +40,785	+18%	+$876K	﹤0.01%	1741
2024 Q1	$4.96M	Buy	221,652 +2,069	+0.9%	+$45.6K	﹤0.01%	1789
2023 Q4	$4.99M	Buy	219,583 +71,955	+49%	+$1.47M	﹤0.01%	1688
2023 Q3	$2.88M	Sell	147,628 -58,253	-28%	-$1.24M	﹤0.01%	1995
2023 Q2	$4.43M	Sell	205,881 -8,295	-4%	-$175K	﹤0.01%	1634
2023 Q1	$4.6M	Buy	214,176 +11,702	+6%	+$257K	﹤0.01%	1571
2022 Q4	$4.28M	Buy	+202,474	New	+$4.29M	﹤0.01%	1554

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

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

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return