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Private Advisor Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Private Advisor 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
Q2 		$6.7M Sell
256,111
-37,716
-13% -$969K 0.03% 505
2026
Q1 		$6.95M Buy
293,827
+16,666
+6% +$401K 0.03% 513
2025
Q4 		$6.35M Buy
277,161
+51,420
+23% +$1.2M 0.03% 529
2025
Q3 		$5.38M Sell
225,741
-15,783
-7% -$372K 0.03% 582
2025
Q2 		$5.67M Buy
241,524
+57,173
+31% +$1.33M 0.03% 532
2025
Q1 		$4.38M Buy
184,351
+113,491
+160% +$2.68M 0.03% 583
2024
Q4 		$1.65M Buy
70,860
+36,020
+103% +$892K 0.01% 969
2024
Q3 		$893K Buy
34,840
+1,178
+3% +$28.5K 0.01% 1292
2024
Q2 		$744K Buy
33,662
+20,266
+151% +$435K 0.01% 1343
2024
Q1 		$300K Buy
13,396
+2,569
+24% +$56.6K ﹤0.01% 1836
2023
Q4 		$246K Buy
+10,827
New +$222K ﹤0.01% 1916

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
HighTower Advisors
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
VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
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
SC
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

Private Advisor Group's DFAR Position: Q2 2026 in Review

Private Advisor Group reduced its Dimensional US Real Estate ETF (DFAR) stake by 13% in Q2 2026, selling an estimated $969K and leaving 256,111 shares worth $6.7M. The position accounts for 0.03% of the portfolio, ranked #505.

Private Advisor Group first reported a position in DFAR in Q4 2023 and has held it in 11 quarters since. The position peaked at $6.95M in Q1 2026. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Private Advisor Group held 256,111 shares of Dimensional US Real Estate ETF worth $6.7M as of Q2 2026.
  • Private Advisor Group sold 37,716 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $969K.
  • Dimensional US Real Estate ETF made up 0.03% of Private Advisor Group's portfolio in Q2 2026, its #505 holding.
  • Private Advisor Group first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 11 quarters since.
  • Private Advisor Group's Dimensional US Real Estate ETF position peaked at $6.95M in Q1 2026.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.