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

Onyx Financial 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 		$11.6M Buy
441,767
+28,528
+7% +$733K 4.16% 5
2026
Q1 		$9.77M Buy
413,239
+39,190
+10% +$942K 4.06% 5
2025
Q4 		$8.57M Buy
374,049
+41,574
+13% +$974K 3.63% 5
2025
Q3 		$7.93M Buy
332,475
+10,708
+3% +$252K 3.51% 5
2025
Q2 		$7.55M Buy
321,767
+2,183
+0.7% +$50.7K 3.58% 5
2025
Q1 		$7.6M Buy
319,584
+25,950
+9% +$612K 4.02% 5
2024
Q4 		$6.83M Buy
293,634
+12,272
+4% +$304K 3.75% 4
2024
Q3 		$7.21M Buy
281,362
+8,326
+3% +$202K 3.96% 4
2024
Q2 		$6.03M Buy
273,036
+17,225
+7% +$370K 3.61% 4
2024
Q1 		$5.72M Buy
255,811
+60,351
+31% +$1.33M 3.54% 4
2023
Q4 		$4.44M Buy
195,460
+26,716
+16% +$547K 3.25% 4
2023
Q3 		$3.29M Buy
168,744
+28,274
+20% +$600K 2.83% 4
2023
Q2 		$3.02M Buy
140,470
+15,637
+13% +$331K 2.58% 4
2023
Q1 		$2.68M Buy
124,833
+20,507
+20% +$451K 2.47% 4
2022
Q4 		$2.21M Buy
+104,326
New +$2.21M 2.2% 4

Other funds holding DFAR

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PFA
Pillar Financial Advisors Louisville, Kentucky $191M AUM 21.21% 1-Year Est. Return

Onyx Financial Advisors's DFAR Position: Q2 2026 in Review

Onyx Financial Advisors increased its Dimensional US Real Estate ETF (DFAR) stake by 6.9% in Q2 2026, buying an estimated $733K and bringing the position to 441,767 shares worth $11.6M. The position accounts for 4.16% of the portfolio, ranked #5.

Onyx Financial Advisors first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 98 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Onyx Financial Advisors held 441,767 shares of Dimensional US Real Estate ETF worth $11.6M as of Q2 2026.
  • Onyx Financial Advisors bought 28,528 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $733K.
  • Dimensional US Real Estate ETF made up 4.16% of Onyx Financial Advisors's portfolio in Q2 2026, its #5 holding.
  • Onyx Financial Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 98 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Onyx Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.