Montgomery Financial Services’s Dimensional US Real Estate ETF DFAR Stock Holding History

Montgomery Financial Services’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	$16.6K	Buy	+634	New	+$16.3K	0.01%	140

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Montgomery Financial Services's DFAR Position: Q2 2026 in Review

Montgomery Financial Services opened a new position in Dimensional US Real Estate ETF (DFAR) in Q2 2026: 634 shares worth $16.6K. The stake represents 0.01% of the portfolio and ranks #140 among its holdings.

293 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Montgomery Financial Services held 634 shares of Dimensional US Real Estate ETF worth $16.6K as of Q2 2026.
Dimensional US Real Estate ETF was a new Montgomery Financial Services position in Q2 2026.
Dimensional US Real Estate ETF made up 0.01% of Montgomery Financial Services's portfolio in Q2 2026, its #140 holding.
293 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Montgomery Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.