OCM
DFAR icon

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

Orion Capital 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 		$17K Hold
718
– – 0.01% 335
2025
Q4 		$16.4K Hold
718
– – 0.01% 355
2025
Q3 		$17.1K Hold
718
– – 0.01% 353
2025
Q2 		$16.8K Sell
718
-105
-13% -$2.44K 0.01% 334
2025
Q1 		$19.6K Hold
823
– – 0.01% 314
2024
Q4 		$19.1K Buy
+823
New +$20.4K 0.01% 322
2024
Q3 		– Sell
-1,080
Closed -$23.9K – 226
2024
Q2 		$23.9K Buy
1,080
+41
+4% +$881 0.01% 296
2024
Q1 		$23.2K Hold
1,039
– – 0.01% 321
2023
Q4 		$23.6K Hold
1,039
– – 0.01% 319
2023
Q3 		$20.3K Buy
+1,039
New +$22K 0.01% 320
2023
Q2 		– Sell
-16,278
Closed -$350K – 222
2023
Q1 		$350K Buy
16,278
+3,984
+32% +$87.6K 0.23% 81
2022
Q4 		$260K Buy
12,294
+7,790
+173% +$165K 0.19% 89
2022
Q3 		$93K Buy
4,504
+2,814
+167% +$66.8K 0.07% 150
2022
Q2 		$39K Buy
+1,690
New +$42.3K 0.03% 215

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

Orion Capital Management's DFAR Position: Q1 2026 in Review

Orion Capital Management held its Dimensional US Real Estate ETF (DFAR) position steady in Q1 2026 at 718 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #335.

Orion Capital Management first reported a position in DFAR in Q2 2022 and has held it in 14 quarters since. The position peaked at $350K in Q1 2023. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Orion Capital Management held 718 shares of Dimensional US Real Estate ETF worth $17K as of Q1 2026.
  • Orion Capital Management left its Dimensional US Real Estate ETF share count unchanged in Q1 2026.
  • Dimensional US Real Estate ETF made up 0.01% of Orion Capital Management's portfolio in Q1 2026, its #335 holding.
  • Orion Capital Management first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 14 quarters since.
  • Orion Capital Management's Dimensional US Real Estate ETF position peaked at $350K in Q1 2023.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Orion Capital Management's 13F filing for Q1 2026, filed 14 May 2026.