NBWM
DFAR icon

North Berkeley Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

North Berkeley 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
Q1 		$9.96M Buy
421,217
+253,820
+152% +$6.1M 5.27% 6
2025
Q4 		$3.83M Buy
+167,397
New +$3.92M 2.26% 12

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
HighTower Advisors
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
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
VT
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
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

North Berkeley Wealth Management's DFAR Position: Q1 2026 in Review

North Berkeley Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 152% in Q1 2026, buying an estimated $6.1M and bringing the position to 421,217 shares worth $9.96M. The position accounts for 5.27% of the portfolio, ranked #6.

North Berkeley Wealth Management first reported a position in DFAR in Q4 2025 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • North Berkeley Wealth Management held 421,217 shares of Dimensional US Real Estate ETF worth $9.96M as of Q1 2026.
  • North Berkeley Wealth Management bought 253,820 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $6.1M.
  • Dimensional US Real Estate ETF made up 5.27% of North Berkeley Wealth Management's portfolio in Q1 2026, its #6 holding.
  • North Berkeley Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on North Berkeley Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.