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Phillips Financial Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Phillips Financial 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
Q2 		$17.2M Sell
657,049
-37,903
-5% -$974K 1.26% 19
2026
Q1 		$16.4M Sell
694,952
-54,805
-7% -$1.32M 1.19% 23
2025
Q4 		$17.2M Buy
749,757
+53,570
+8% +$1.25M 1.11% 23
2025
Q3 		$16.6M Buy
696,187
+68,948
+11% +$1.63M 1.1% 23
2025
Q2 		$14.7M Buy
627,239
+25,352
+4% +$589K 1.07% 24
2025
Q1 		$14.3M Buy
601,887
+42,722
+8% +$1.01M 1.11% 25
2024
Q4 		$13M Buy
559,165
+87,431
+19% +$2.16M 1.02% 27
2024
Q3 		$12.1M Buy
471,734
+35,091
+8% +$850K 0.94% 32
2024
Q2 		$9.65M Buy
436,643
+40,341
+10% +$866K 0.8% 32
2024
Q1 		$8.87M Buy
396,302
+35,995
+10% +$793K 0.73% 35
2023
Q4 		$8.19M Buy
360,307
+16,876
+5% +$346K 0.71% 36
2023
Q3 		$6.7M Buy
343,431
+56,885
+20% +$1.21M 0.64% 38
2023
Q2 		$6.17M Buy
286,546
+44,264
+18% +$936K 0.57% 43
2023
Q1 		$5.21M Buy
242,282
+17,640
+8% +$388K 0.5% 46
2022
Q4 		$4.75M Buy
224,642
+135,004
+151% +$2.86M 0.48% 47
2022
Q3 		$1.84M Buy
89,638
+56,266
+169% +$1.34M 0.2% 73
2022
Q2 		$771K Buy
+33,372
New +$835K 0.08% 88

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Phillips Financial Management's DFAR Position: Q2 2026 in Review

Phillips Financial Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 5.5% in Q2 2026, selling an estimated $974K and leaving 657,049 shares worth $17.2M. The position accounts for 1.26% of the portfolio, ranked #19.

Phillips Financial Management first reported a position in DFAR in Q2 2022 and has held it in 17 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Phillips Financial Management held 657,049 shares of Dimensional US Real Estate ETF worth $17.2M as of Q2 2026.
  • Phillips Financial Management sold 37,903 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $974K.
  • Dimensional US Real Estate ETF made up 1.26% of Phillips Financial Management's portfolio in Q2 2026, its #19 holding.
  • Phillips Financial Management first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 17 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.