MHS
DFAR icon

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
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 $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

M Holdings Securities's DFAR Position: Q1 2026 in Review

M Holdings Securities increased its Dimensional US Real Estate ETF (DFAR) stake by 6.2% in Q1 2026, buying an estimated $265K and bringing the position to 189,394 shares worth $4.85M. The position accounts for 0.33% of the portfolio, ranked #56.

M Holdings Securities first reported a position in DFAR in Q2 2025 and has held it in 4 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • M Holdings Securities held 189,394 shares of Dimensional US Real Estate ETF worth $4.85M as of Q1 2026.
  • M Holdings Securities bought 11,002 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $265K.
  • Dimensional US Real Estate ETF made up 0.33% of M Holdings Securities's portfolio in Q1 2026, its #56 holding.
  • M Holdings Securities first reported a position in Dimensional US Real Estate ETF in Q2 2025 and has held it in 4 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on M Holdings Securities's 13F filing for Q1 2026, filed 12 May 2026.