Nalls Sherbakoff Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Nalls Sherbakoff Group’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	$295K	Sell	11,273 -1,915	-15%	-$49.2K	0.21%	74
2026 Q1	$312K	Hold	13,188	–	–	0.23%	71
2025 Q4	$302K	Buy	13,188 +59	+0.4%	+$1.38K	0.22%	71
2025 Q3	$313K	Buy	13,129 +4,638	+55%	+$109K	0.21%	71
2025 Q2	$199K	Sell	8,491 -747	-8%	-$17.3K	0.15%	99
2025 Q1	$220K	Buy	+9,238	New	+$218K	0.18%	84
2023 Q4	$336K	Buy	+14,797	New	+$303K	0.3%	54

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

Nalls Sherbakoff Group's DFAR Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Dimensional US Real Estate ETF (DFAR) stake by 15% in Q2 2026, selling an estimated $49.2K and leaving 11,273 shares worth $295K. The position accounts for 0.21% of the portfolio, ranked #74.

Nalls Sherbakoff Group first reported a position in DFAR in Q4 2023 and has held it in 7 quarters since. The position peaked at $336K in Q4 2023. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Nalls Sherbakoff Group held 11,273 shares of Dimensional US Real Estate ETF worth $295K as of Q2 2026.
Nalls Sherbakoff Group sold 1,915 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $49.2K.
Dimensional US Real Estate ETF made up 0.21% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #74 holding.
Nalls Sherbakoff Group first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 7 quarters since.
Nalls Sherbakoff Group's Dimensional US Real Estate ETF position peaked at $336K in Q4 2023.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.