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M Holdings Securities’s Dimensional US Real Estate ETF DFAR Stock Holding History

M Holdings Securities’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 		$4.7M Sell
176,421
-12,973
-7% -$333K 0.64% 27
2026
Q1 		$4.85M Buy
189,394
+11,002
+6% +$265K 0.33% 56
2025
Q4 		$4.08M Buy
178,392
+139,725
+361% +$3.27M 0.29% 62
2025
Q3 		$922K Buy
38,667
+919
+2% +$21.7K 0.19% 61
2025
Q2 		$880K Buy
+37,748
New +$876K 0.15% 97

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $625M AUM 16.29% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

M Holdings Securities's DFAR Position: Q2 2026 in Review

M Holdings Securities reduced its Dimensional US Real Estate ETF (DFAR) stake by 6.8% in Q2 2026, selling an estimated $333K and leaving 176,421 shares worth $4.7M. The position accounts for 0.64% of the portfolio, ranked #27.

M Holdings Securities first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.85M in Q1 2026. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • M Holdings Securities held 176,421 shares of Dimensional US Real Estate ETF worth $4.7M as of Q2 2026.
  • M Holdings Securities sold 12,973 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $333K.
  • Dimensional US Real Estate ETF made up 0.64% of M Holdings Securities's portfolio in Q2 2026, its #27 holding.
  • M Holdings Securities first reported a position in Dimensional US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • M Holdings Securities's Dimensional US Real Estate ETF position peaked at $4.85M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on M Holdings Securities's 13F filing for Q2 2026, filed 11 Aug 2026.