Monograph Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Monograph Wealth Advisors’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	$602K	Hold	25,460	–	–	0.06%	79
2025 Q4	$583K	Buy	25,460 +285	+1%	+$6.67K	0.06%	78
2025 Q3	$600K	Sell	25,175 -3,211	-11%	-$75.7K	0.06%	80
2025 Q2	$666K	Sell	28,386 -2,600	-8%	-$60.4K	0.08%	67
2025 Q1	$737K	Hold	30,986	–	–	0.1%	56
2024 Q4	$721K	Buy	30,986 +443	+1%	+$11K	0.1%	54
2024 Q3	$783K	Buy	30,543 +168	+0.6%	+$4.07K	0.1%	56
2024 Q2	$671K	Buy	+30,375	New	+$652K	0.1%	53

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

Monograph Wealth Advisors's DFAR Position: Q1 2026 in Review

Monograph Wealth Advisors held its Dimensional US Real Estate ETF (DFAR) position steady in Q1 2026 at 25,460 shares worth $602K. The position accounts for 0.06% of the portfolio, ranked #79.

Monograph Wealth Advisors first reported a position in DFAR in Q2 2024 and has held it in 8 quarters since. The position peaked at $783K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

Monograph Wealth Advisors held 25,460 shares of Dimensional US Real Estate ETF worth $602K as of Q1 2026.
Monograph Wealth Advisors left its Dimensional US Real Estate ETF share count unchanged in Q1 2026.
Dimensional US Real Estate ETF made up 0.06% of Monograph Wealth Advisors's portfolio in Q1 2026, its #79 holding.
Monograph Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q2 2024 and has held it in 8 quarters since.
Monograph Wealth Advisors's Dimensional US Real Estate ETF position peaked at $783K in Q3 2024.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Monograph Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.