MWM
DFAR icon

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
Q2 		$459K Hold
17,529
– – 0.25% 83
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 $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

Melfa Wealth Management's DFAR Position: Q2 2026 in Review

Melfa Wealth Management held its Dimensional US Real Estate ETF (DFAR) position steady in Q2 2026 at 17,529 shares worth $459K. The position accounts for 0.25% of the portfolio, ranked #83.

Melfa Wealth Management first reported a position in DFAR in Q1 2024 and has held it in 10 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Melfa Wealth Management held 17,529 shares of Dimensional US Real Estate ETF worth $459K as of Q2 2026.
  • Melfa Wealth Management left its Dimensional US Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional US Real Estate ETF made up 0.25% of Melfa Wealth Management's portfolio in Q2 2026, its #83 holding.
  • Melfa Wealth Management first reported a position in Dimensional US Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.