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Oceanside Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Oceanside 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
2026
Q2 		$6.47M Buy
247,176
+11,978
+5% +$308K 3.26% 12
2026
Q1 		$5.56M Buy
235,198
+12,996
+6% +$312K 3.17% 13
2025
Q4 		$5.09M Buy
222,202
+10,153
+5% +$238K 3.08% 14
2025
Q3 		$5.06M Buy
212,049
+7,575
+4% +$179K 3.16% 13
2025
Q2 		$4.8M Buy
204,474
+5,245
+3% +$122K 3.21% 13
2025
Q1 		$4.74M Buy
199,229
+12,456
+7% +$294K 3.43% 11
2024
Q4 		$4.35M Buy
186,773
+4,061
+2% +$101K 3.24% 11
2024
Q3 		$4.68M Buy
182,712
+4,780
+3% +$116K 3.49% 11
2024
Q2 		$3.93M Buy
177,932
+4,901
+3% +$105K 3.18% 12
2024
Q1 		$3.87M Buy
173,031
+5,736
+3% +$126K 3.2% 11
2023
Q4 		$3.8M Buy
+167,295
New +$3.43M 3.36% 11

Other funds holding DFAR

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Oceanside Advisors's DFAR Position: Q2 2026 in Review

Oceanside Advisors increased its Dimensional US Real Estate ETF (DFAR) stake by 5.1% in Q2 2026, buying an estimated $308K and bringing the position to 247,176 shares worth $6.47M. The position accounts for 3.26% of the portfolio, ranked #12.

Oceanside Advisors first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. 145 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Oceanside Advisors held 247,176 shares of Dimensional US Real Estate ETF worth $6.47M as of Q2 2026.
  • Oceanside Advisors bought 11,978 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $308K.
  • Dimensional US Real Estate ETF made up 3.26% of Oceanside Advisors's portfolio in Q2 2026, its #12 holding.
  • Oceanside Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • 145 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Oceanside Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.