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

Mission 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 		$1.01M Buy
38,556
+10,298
+36% +$265K 0.01% 478
2026
Q1 		$668K Sell
28,258
-729
-3% -$17.5K 0.01% 416
2025
Q4 		$664K Buy
28,987
+17,974
+163% +$421K 0.01% 421
2025
Q3 		$263K Sell
11,013
-1,088
-9% -$25.7K 0.01% 619
2025
Q2 		$284K Buy
+12,101
New +$281K 0.01% 591
2025
Q1 		– Sell
-10,071
Closed -$234K – 682
2024
Q4 		$234K Buy
10,071
+14
+0.1% +$347 0.01% 588
2024
Q3 		$258K Sell
10,057
-499
-5% -$12.1K 0.01% 575
2024
Q2 		$233K Sell
10,556
-2,631
-20% -$56.5K 0.01% 580
2024
Q1 		$295K Buy
13,187
+93
+0.7% +$2.05K 0.01% 563
2023
Q4 		$298K Buy
+13,094
New +$268K 0.01% 471
2022
Q4 		– Sell
-10,230
Closed -$210K – 528
2022
Q3 		$210K Buy
+10,230
New +$243K 0.01% 456

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

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

Mission Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 36% in Q2 2026, buying an estimated $265K and bringing the position to 38,556 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #478.

Mission Wealth Management first reported a position in DFAR in Q3 2022 and has held it in 11 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Mission Wealth Management held 38,556 shares of Dimensional US Real Estate ETF worth $1.01M as of Q2 2026.
  • Mission Wealth Management bought 10,298 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $265K.
  • Dimensional US Real Estate ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #478 holding.
  • Mission Wealth Management first reported a position in Dimensional US Real Estate ETF in Q3 2022 and has held it in 11 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.