Porter White Investment Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Porter White Investment 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	$1.24M	Buy	47,563 +1,795	+4%	+$46.1K	0.48%	24
2026 Q1	$1.08M	Buy	45,768 +754	+2%	+$18.1K	0.43%	25
2025 Q4	$1.03M	Buy	45,014 +1,965	+5%	+$46K	0.42%	26
2025 Q3	$1.03M	Buy	43,049 +607	+1%	+$14.3K	0.44%	23
2025 Q2	$996K	Buy	42,442 +151	+0.4%	+$3.51K	0.46%	22
2025 Q1	$1.01M	Sell	42,291 -1,314	-3%	-$31K	0.5%	23
2024 Q4	$1.01M	Buy	43,605 +674	+2%	+$16.7K	0.51%	20
2024 Q3	$1.1M	Sell	42,931 -413	-1%	-$10K	0.55%	18
2024 Q2	$958K	Sell	43,344 -9,820	-18%	-$211K	0.51%	18
2024 Q1	$1.19M	Buy	53,164 +3,186	+6%	+$70.2K	0.63%	17
2023 Q4	$1.14M	Buy	49,978 +21,214	+74%	+$435K	0.71%	17
2023 Q3	$561K	Buy	28,764 +7,823	+37%	+$166K	0.43%	18
2023 Q2	$451K	Buy	20,941 +5,826	+39%	+$123K	0.36%	22
2023 Q1	$325K	Buy	15,115 +2,174	+17%	+$47.8K	0.28%	20
2022 Q4	$274K	Buy	+12,941	New	+$274K	0.24%	19

Other funds holding DFAR

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

GOCP

Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

BEW

Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return

WDG

Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

UWM

United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Porter White Investment Advisors's DFAR Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional US Real Estate ETF (DFAR) stake by 3.9% in Q2 2026, buying an estimated $46.1K and bringing the position to 47,563 shares worth $1.24M. The position accounts for 0.48% of the portfolio, ranked #24.

Porter White Investment Advisors first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 177 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Porter White Investment Advisors held 47,563 shares of Dimensional US Real Estate ETF worth $1.24M as of Q2 2026.
Porter White Investment Advisors bought 1,795 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $46.1K.
Dimensional US Real Estate ETF made up 0.48% of Porter White Investment Advisors's portfolio in Q2 2026, its #24 holding.
Porter White Investment Advisors first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
177 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.