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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
Q2 		$5.43M Buy
207,614
+198,109
+2,084% +$5.09M 0.06% 178
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
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

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

Modera Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 2,084% in Q2 2026, buying an estimated $5.09M and bringing the position to 207,614 shares worth $5.43M. The position accounts for 0.06% of the portfolio, ranked #178.

Modera Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 13 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Modera Wealth Management held 207,614 shares of Dimensional US Real Estate ETF worth $5.43M as of Q2 2026.
  • Modera Wealth Management bought 198,109 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $5.09M.
  • Dimensional US Real Estate ETF made up 0.06% of Modera Wealth Management's portfolio in Q2 2026, its #178 holding.
  • Modera Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 13 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.