Melfa Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Melfa Wealth Management’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	$415K	Sell	17,529 -200	-1%	-$4.81K	0.24%	93
2025 Q4	$406K	Hold	17,729	–	–	0.23%	101
2025 Q3	$423K	Hold	17,729	–	–	0.25%	99
2025 Q2	$416K	Hold	17,729	–	–	0.26%	94
2025 Q1	$421K	Hold	17,729	–	–	0.28%	91
2024 Q4	$413K	Hold	17,729	–	–	0.28%	96
2024 Q3	$455K	Sell	17,729 -300	-2%	-$7.26K	0.3%	91
2024 Q2	$398K	Sell	18,029 -2,000	-10%	-$43K	0.28%	96
2024 Q1	$448K	Buy	+20,029	New	+$441K	0.32%	79

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 $124B AUM 33.93% 1-Year Est. Return

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