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Physician Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Physician Wealth 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
Q1 		$291K Sell
12,304
-37
-0.3% -$890 0.04% 152
2025
Q4 		$283K Buy
12,341
+389
+3% +$9.11K 0.04% 146
2025
Q3 		$285K Buy
11,952
+232
+2% +$5.47K 0.04% 146
2025
Q2 		$275K Sell
11,720
-258
-2% -$5.99K 0.04% 147
2025
Q1 		$285K Buy
11,978
+598
+5% +$14.1K 0.05% 142
2024
Q4 		$265K Sell
11,380
-101
-0.9% -$2.5K 0.04% 149
2024
Q3 		$291K Buy
11,481
+1,520
+15% +$36.8K 0.05% 136
2024
Q2 		$233K Sell
9,961
-290
-3% -$6.23K 0.04% 157
2024
Q1 		$211K Buy
+10,251
New +$226K 0.04% 162

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

Physician Wealth Advisors's DFAR Position: Q1 2026 in Review

Physician Wealth Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.3% in Q1 2026, selling an estimated $890 and leaving 12,304 shares worth $291K. The position accounts for 0.04% of the portfolio, ranked #152.

Physician Wealth Advisors first reported a position in DFAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $291K in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Physician Wealth Advisors held 12,304 shares of Dimensional US Real Estate ETF worth $291K as of Q1 2026.
  • Physician Wealth Advisors sold 37 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $890.
  • Dimensional US Real Estate ETF made up 0.04% of Physician Wealth Advisors's portfolio in Q1 2026, its #152 holding.
  • Physician Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q1 2024 and has held it in 9 quarters since.
  • Physician Wealth Advisors's Dimensional US Real Estate ETF position peaked at $291K in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Physician Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.