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Pacific Asset Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Pacific Asset 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 		$2.45M Buy
103,723
+15,980
+18% +$384K 1.37% 16
2025
Q4 		$2.01M Buy
87,743
+3,961
+5% +$92.8K 1.21% 21
2025
Q3 		$2M Buy
83,782
+4,474
+6% +$105K 1.36% 18
2025
Q2 		$1.86M Buy
79,308
+3,110
+4% +$72.2K 1.5% 15
2025
Q1 		$1.81M Buy
76,198
+7,543
+11% +$178K 1.62% 15
2024
Q4 		$1.6M Buy
+68,655
New +$1.7M 1.5% 17

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

Pacific Asset Management's DFAR Position: Q1 2026 in Review

Pacific Asset Management increased its Dimensional US Real Estate ETF (DFAR) stake by 18% in Q1 2026, buying an estimated $384K and bringing the position to 103,723 shares worth $2.45M. The position accounts for 1.37% of the portfolio, ranked #16.

Pacific Asset Management first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Pacific Asset Management held 103,723 shares of Dimensional US Real Estate ETF worth $2.45M as of Q1 2026.
  • Pacific Asset Management bought 15,980 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $384K.
  • Dimensional US Real Estate ETF made up 1.37% of Pacific Asset Management's portfolio in Q1 2026, its #16 holding.
  • Pacific Asset Management first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Pacific Asset Management's 13F filing for Q1 2026, filed 4 May 2026.