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

Monument Group 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
2025
Q1 		– Sell
-8,702
Closed -$202K – 53
2024
Q4 		$202K Sell
8,702
-4,928
-36% -$122K 0.14% 47
2024
Q3 		$349K Sell
13,630
-19,144
-58% -$463K 0.21% 28
2024
Q2 		$724K Sell
32,774
-86,760
-73% -$1.86M 0.49% 16
2024
Q1 		$2.67M Buy
119,534
+25,587
+27% +$564K 1.98% 8
2023
Q4 		$2.14M Buy
+93,947
New +$1.92M 1.82% 8

Other funds holding DFAR

AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Monument Group Wealth Advisors's DFAR Position: Q1 2025 in Review

Monument Group Wealth Advisors sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2025, closing a stake of 8,702 shares — an estimated $202K sold.

Monument Group Wealth Advisors first reported a position in DFAR in Q4 2023 and held it in 5 quarters. The position peaked at $2.67M in Q1 2024. 243 funds tracked by Wall St. Rank hold DFAR as of Q1 2025.

  • Monument Group Wealth Advisors reported no remaining Dimensional US Real Estate ETF position as of Q1 2025 after selling out during the quarter.
  • Monument Group Wealth Advisors sold 8,702 Dimensional US Real Estate ETF shares in Q1 2025, an estimated $202K.
  • Monument Group Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2023 and held it in 5 quarters.
  • Monument Group Wealth Advisors's Dimensional US Real Estate ETF position peaked at $2.67M in Q1 2024.
  • 243 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2025.

Based on Monument Group Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.