Raymond James Financial
DFAR icon

Raymond James Financial’s Dimensional US Real Estate ETF DFAR Stock Holding History

Raymond James Financial’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 		$10.8M Buy
458,322
+55,096
+14% +$1.32M ﹤0.01% 1949
2025
Q4 		$9.23M Buy
403,226
+34,366
+9% +$805K ﹤0.01% 2031
2025
Q3 		$8.8M Sell
368,860
-99
-0% -$2.33K ﹤0.01% 2026
2025
Q2 		$8.66M Buy
368,959
+10,938
+3% +$254K ﹤0.01% 1977
2025
Q1 		$8.51M Buy
358,021
+71,816
+25% +$1.69M ﹤0.01% 1939
2024
Q4 		$6.66M Buy
+286,205
New +$7.09M ﹤0.01% 2139

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

Raymond James Financial's DFAR Position: Q1 2026 in Review

Raymond James Financial increased its Dimensional US Real Estate ETF (DFAR) stake by 14% in Q1 2026, buying an estimated $1.32M and bringing the position to 458,322 shares worth $10.8M. The position accounts for ﹤0.01% of the portfolio, ranked #1949.

Raymond James Financial 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.

  • Raymond James Financial held 458,322 shares of Dimensional US Real Estate ETF worth $10.8M as of Q1 2026.
  • Raymond James Financial bought 55,096 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $1.32M.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #1949 holding.
  • Raymond James Financial 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 Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.