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Oakworth Capital’s Dimensional US Real Estate ETF DFAR Stock Holding History

Oakworth Capital’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 		– Sell
-1,663
Closed -$38.1K – 858
2025
Q4 		$38.1K Hold
1,663
– – ﹤0.01% 473
2025
Q3 		$39.7K Hold
1,663
– – ﹤0.01% 468
2025
Q2 		$39K Hold
1,663
– – ﹤0.01% 376
2025
Q1 		$39.5K Buy
+1,663
New +$39.2K ﹤0.01% 381

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

Oakworth Capital's DFAR Position: Q1 2026 in Review

Oakworth Capital sold out of Dimensional US Real Estate ETF (DFAR) in Q1 2026, closing a stake of 1,663 shares — an estimated $38.1K sold.

Oakworth Capital first reported a position in DFAR in Q1 2025 and held it in 4 quarters. The position peaked at $39.7K in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Oakworth Capital reported no remaining Dimensional US Real Estate ETF position as of Q1 2026 after selling out during the quarter.
  • Oakworth Capital sold 1,663 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $38.1K.
  • Oakworth Capital first reported a position in Dimensional US Real Estate ETF in Q1 2025 and held it in 4 quarters.
  • Oakworth Capital's Dimensional US Real Estate ETF position peaked at $39.7K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Oakworth Capital's 13F filing for Q1 2026, filed 24 Apr 2026.