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

Modera 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	$225K	Hold	9,505	–	–	﹤0.01%	589
2025 Q4	$218K	Sell	9,505 -5,604	-37%	-$131K	﹤0.01%	605
2025 Q3	$360K	Hold	15,109	–	–	﹤0.01%	507
2025 Q2	$354K	Buy	15,109 +44	+0.3%	+$1.02K	﹤0.01%	503
2025 Q1	$358K	Sell	15,065 -2,154	-13%	-$50.8K	﹤0.01%	482
2024 Q4	$401K	Buy	+17,219	New	+$426K	﹤0.01%	470
2024 Q2	–	Sell	-12,266	Closed	-$274K	–	576
2024 Q1	$274K	Buy	12,266 +1	+0%	+$22	﹤0.01%	497
2023 Q4	$279K	Buy	12,265 +9	+0.1%	+$184	﹤0.01%	482
2023 Q3	$239K	Sell	12,256 -528	-4%	-$11.2K	﹤0.01%	492
2023 Q2	$275K	Sell	12,784 -380	-3%	-$8.04K	0.01%	476
2023 Q1	$283K	Sell	13,164 -508	-4%	-$11.2K	0.01%	293
2022 Q4	$289K	Buy	+13,672	New	+$290K	0.01%	288

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

Modera Wealth Management's DFAR Position: Q1 2026 in Review

Modera Wealth Management held its Dimensional US Real Estate ETF (DFAR) position steady in Q1 2026 at 9,505 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #589.

Modera Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 12 quarters since. The position peaked at $401K in Q4 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Modera Wealth Management held 9,505 shares of Dimensional US Real Estate ETF worth $225K as of Q1 2026.
Modera Wealth Management left its Dimensional US Real Estate ETF share count unchanged in Q1 2026.
Dimensional US Real Estate ETF made up ﹤0.01% of Modera Wealth Management's portfolio in Q1 2026, its #589 holding.
Modera Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 12 quarters since.
Modera Wealth Management's Dimensional US Real Estate ETF position peaked at $401K in Q4 2024.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Modera Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.