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Merit Financial Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Merit Financial Group’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 		$308K Sell
11,779
-21,381
-64% -$550K ﹤0.01% 1794
2026
Q1 		$784K Sell
33,160
-5,107
-13% -$123K 0.01% 1109
2025
Q4 		$876K Sell
38,267
-7,523
-16% -$176K 0.01% 1009
2025
Q3 		$1.09M Sell
45,790
-4,089
-8% -$96.4K 0.01% 823
2025
Q2 		$1.17M Buy
+49,879
New +$1.16M 0.01% 716

Other funds holding DFAR

MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Merit Financial Group's DFAR Position: Q2 2026 in Review

Merit Financial Group reduced its Dimensional US Real Estate ETF (DFAR) stake by 64% in Q2 2026, selling an estimated $550K and leaving 11,779 shares worth $308K. The position accounts for ﹤0.01% of the portfolio, ranked #1794.

Merit Financial Group first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.17M in Q2 2025. 58 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Merit Financial Group held 11,779 shares of Dimensional US Real Estate ETF worth $308K as of Q2 2026.
  • Merit Financial Group sold 21,381 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $550K.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Merit Financial Group's portfolio in Q2 2026, its #1794 holding.
  • Merit Financial Group first reported a position in Dimensional US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • Merit Financial Group's Dimensional US Real Estate ETF position peaked at $1.17M in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Merit Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.