PBMares Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

PBMares Wealth 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
2025 Q3	$5.13M	Buy	215,273 +20,069	+10%	+$473K	0.83%	23
2025 Q2	$4.58M	Sell	195,204 -5,209	-3%	-$121K	0.84%	24
2025 Q1	$4.76M	Sell	200,413 -25,073	-11%	-$591K	0.95%	22
2024 Q4	$5.25M	Buy	225,486 +7,502	+3%	+$186K	1.07%	20
2024 Q3	$5.59M	Buy	217,984 +30,842	+16%	+$747K	1.17%	20
2024 Q2	$4.14M	Buy	187,142 +26,642	+17%	+$572K	1.02%	21
2024 Q1	$3.59M	Buy	160,500 +30,048	+23%	+$662K	0.93%	22
2023 Q4	$2.97M	Buy	130,452 +40,118	+44%	+$822K	0.89%	21
2023 Q3	$1.76M	Buy	90,334 +6,795	+8%	+$144K	0.64%	27
2023 Q2	$1.8M	Buy	83,539 +10,117	+14%	+$214K	0.64%	26
2023 Q1	$1.58M	Sell	73,422 -774	-1%	-$17K	0.59%	29
2022 Q4	$1.57M	Buy	+74,196	New	+$1.57M	0.64%	28

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

RFP

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

RIP

RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return

MFT

Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

PBMares Wealth Management's DFAR Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 10% in Q3 2025, buying an estimated $473K and bringing the position to 215,273 shares worth $5.13M. The position accounts for 0.83% of the portfolio, ranked #23.

PBMares Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 12 quarters since. The position peaked at $5.59M in Q3 2024. 257 funds tracked by Wall St. Rank hold DFAR as of Q3 2025.

PBMares Wealth Management held 215,273 shares of Dimensional US Real Estate ETF worth $5.13M as of Q3 2025.
PBMares Wealth Management bought 20,069 Dimensional US Real Estate ETF shares in Q3 2025, an estimated $473K.
Dimensional US Real Estate ETF made up 0.83% of PBMares Wealth Management's portfolio in Q3 2025, its #23 holding.
PBMares Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 12 quarters since.
PBMares Wealth Management's Dimensional US Real Estate ETF position peaked at $5.59M in Q3 2024.
257 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.