Mariner’s Dimensional US Real Estate ETF DFAR Stock Holding History

Mariner’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	$265K	Sell	11,189 -4,301	-28%	-$103K	﹤0.01%	2984
2025 Q4	$355K	Sell	15,490 -21,096	-58%	-$494K	﹤0.01%	2705
2025 Q3	$873K	Buy	36,586 +2,567	+8%	+$60.5K	﹤0.01%	2014
2025 Q2	$798K	Buy	34,019 +339	+1%	+$7.87K	﹤0.01%	1973
2025 Q1	$801K	Buy	33,680 +678	+2%	+$16K	﹤0.01%	1844
2024 Q4	$768K	Sell	33,002 -54,346	-62%	-$1.35M	﹤0.01%	1840
2024 Q3	$2.24M	Sell	87,348 -48,759	-36%	-$1.18M	﹤0.01%	1133
2024 Q2	$3.01M	Sell	136,107 -16,686	-11%	-$358K	0.01%	918
2024 Q1	$3.42M	Buy	152,793 +3,018	+2%	+$66.5K	0.01%	874
2023 Q4	$3.41M	Buy	149,775 +37,879	+34%	+$776K	0.01%	829
2023 Q3	$2.18M	Buy	+111,896	New	+$2.37M	0.01%	928

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 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

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 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

Mariner's DFAR Position: Q1 2026 in Review

Mariner reduced its Dimensional US Real Estate ETF (DFAR) stake by 28% in Q1 2026, selling an estimated $103K and leaving 11,189 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2984.

Mariner first reported a position in DFAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $3.42M in Q1 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Mariner held 11,189 shares of Dimensional US Real Estate ETF worth $265K as of Q1 2026.
Mariner sold 4,301 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $103K.
Dimensional US Real Estate ETF made up ﹤0.01% of Mariner's portfolio in Q1 2026, its #2984 holding.
Mariner first reported a position in Dimensional US Real Estate ETF in Q3 2023 and has held it in 11 quarters since.
Mariner's Dimensional US Real Estate ETF position peaked at $3.42M in Q1 2024.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.