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 Q2	$274K	Sell	10,479 -1,825	-15%	-$46.9K	0.03%	173
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 Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Physician Wealth Advisors's DFAR Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 15% in Q2 2026, selling an estimated $46.9K and leaving 10,479 shares worth $274K. The position accounts for 0.03% of the portfolio, ranked #173.

Physician Wealth Advisors first reported a position in DFAR in Q1 2024 and has held it in 10 quarters since. The position peaked at $291K in Q3 2024. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Physician Wealth Advisors held 10,479 shares of Dimensional US Real Estate ETF worth $274K as of Q2 2026.
Physician Wealth Advisors sold 1,825 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $46.9K.
Dimensional US Real Estate ETF made up 0.03% of Physician Wealth Advisors's portfolio in Q2 2026, its #173 holding.
Physician Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q1 2024 and has held it in 10 quarters since.
Physician Wealth Advisors's Dimensional US Real Estate ETF position peaked at $291K in Q3 2024.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.