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Pinney & Scofield’s Dimensional US Real Estate ETF DFAR Stock Holding History

Pinney & Scofield’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 		$10.2M Buy
431,323
+57,931
+16% +$1.39M 5.5% 6
2025
Q4 		$8.55M Buy
373,392
+39,962
+12% +$936K 4.85% 7
2025
Q3 		$7.95M Buy
333,430
+51,683
+18% +$1.22M 4.94% 7
2025
Q2 		$6.61M Buy
281,747
+24,561
+10% +$570K 4.47% 7
2025
Q1 		$6.11M Buy
257,186
+29,381
+13% +$693K 4.43% 7
2024
Q4 		$5.3M Buy
+227,805
New +$5.64M 4.01% 9

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

Pinney & Scofield's DFAR Position: Q1 2026 in Review

Pinney & Scofield increased its Dimensional US Real Estate ETF (DFAR) stake by 16% in Q1 2026, buying an estimated $1.39M and bringing the position to 431,323 shares worth $10.2M. The position accounts for 5.5% of the portfolio, ranked #6.

Pinney & Scofield first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Pinney & Scofield held 431,323 shares of Dimensional US Real Estate ETF worth $10.2M as of Q1 2026.
  • Pinney & Scofield bought 57,931 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $1.39M.
  • Dimensional US Real Estate ETF made up 5.5% of Pinney & Scofield's portfolio in Q1 2026, its #6 holding.
  • Pinney & Scofield first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.