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Magnolia Private Wealth’s Dimensional US Real Estate ETF DFAR Stock Holding History

Magnolia Private Wealth’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 		– Sell
-10,540
Closed -$241K – 139
2025
Q4 		$241K Sell
10,540
-2,368
-18% -$55.5K 0.17% 107
2025
Q3 		$308K Hold
12,908
– – 0.23% 79
2025
Q2 		$303K Hold
12,908
– – 0.23% 82
2025
Q1 		$307K Hold
12,908
– – 0.25% 83
2024
Q4 		$300K Buy
+12,908
New +$320K 0.26% 83

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 $2.57B AUM 21.7% 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 $625M AUM 16.29% 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

Magnolia Private Wealth's DFAR Position: Q1 2026 in Review

Magnolia Private Wealth sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2026, closing a stake of 10,540 shares — an estimated $241K sold.

Magnolia Private Wealth first reported a position in DFAR in Q4 2024 and held it in 5 quarters. The position peaked at $308K in Q3 2025. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Magnolia Private Wealth reported no remaining Dimensional US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Magnolia Private Wealth sold 10,540 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $241K.
  • Magnolia Private Wealth first reported a position in Dimensional US Real Estate ETF in Q4 2024 and held it in 5 quarters.
  • Magnolia Private Wealth's Dimensional US Real Estate ETF position peaked at $308K in Q3 2025.
  • 287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Magnolia Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.