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Pinnacle Financial Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Pinnacle Financial Group’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 		$6.1M Sell
258,048
-1,294
-0.5% -$31.1K 1.67% 17
2025
Q4 		$5.94M Buy
259,342
+3,605
+1% +$84.4K 1.72% 17
2025
Q3 		$6.1M Buy
255,737
+12,765
+5% +$301K 1.84% 15
2025
Q2 		$5.7M Buy
242,972
+4,182
+2% +$97.1K 1.91% 16
2025
Q1 		$5.68M Sell
238,790
-763
-0.3% -$18K 2.06% 14
2024
Q4 		$5.57M Sell
239,553
-19,108
-7% -$473K 2.18% 14
2024
Q3 		$6.63M Sell
258,661
-42,042
-14% -$1.02M 2.6% 12
2024
Q2 		$6.65M Buy
300,703
+4,658
+2% +$100K 2.84% 11
2024
Q1 		$6.62M Buy
296,045
+20,733
+8% +$457K 2.91% 12
2023
Q4 		$6.26M Buy
275,312
+15,207
+6% +$312K 3.21% 9
2023
Q3 		$5.08M Buy
260,105
+18,902
+8% +$401K 3.02% 11
2023
Q2 		$5.19M Buy
241,203
+14,614
+6% +$309K 2.95% 11
2023
Q1 		$4.87M Buy
+226,589
New +$4.98M 2.91% 11

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

Pinnacle Financial Group's DFAR Position: Q1 2026 in Review

Pinnacle Financial Group reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.5% in Q1 2026, selling an estimated $31.1K and leaving 258,048 shares worth $6.1M. The position accounts for 1.67% of the portfolio, ranked #17.

Pinnacle Financial Group first reported a position in DFAR in Q1 2023 and has held it in 13 quarters since. The position peaked at $6.65M in Q2 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Pinnacle Financial Group held 258,048 shares of Dimensional US Real Estate ETF worth $6.1M as of Q1 2026.
  • Pinnacle Financial Group sold 1,294 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $31.1K.
  • Dimensional US Real Estate ETF made up 1.67% of Pinnacle Financial Group's portfolio in Q1 2026, its #17 holding.
  • Pinnacle Financial Group first reported a position in Dimensional US Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • Pinnacle Financial Group's Dimensional US Real Estate ETF position peaked at $6.65M in Q2 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Pinnacle Financial Group's 13F filing for Q1 2026, filed 13 May 2026.