RFP
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RCS Financial Planning’s Dimensional US Real Estate ETF DFAR Stock Holding History

RCS Financial Planning’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 		$1.62M Sell
68,418
-491
-0.7% -$11.8K 0.84% 20
2025
Q4 		$1.58M Buy
68,909
+275
+0.4% +$6.44K 0.68% 33
2025
Q3 		$1.64M Sell
68,634
-2,512
-4% -$59.2K 0.72% 29
2025
Q2 		$1.67M Sell
71,146
-8,873
-11% -$206K 0.83% 26
2025
Q1 		$1.9M Buy
80,019
+940
+1% +$22.2K 1% 24
2024
Q4 		$1.84M Sell
79,079
-19,063
-19% -$472K 0.98% 25
2024
Q3 		$2.52M Sell
98,142
-462
-0.5% -$11.2K 1.4% 18
2024
Q2 		$2.18M Buy
98,604
+30,872
+46% +$663K 1.28% 19
2024
Q1 		$1.52M Sell
67,732
-14,116
-17% -$311K 0.93% 27
2023
Q4 		$1.86M Buy
81,848
+730
+0.9% +$15K 1.22% 17
2023
Q3 		$1.58M Buy
81,118
+11,385
+16% +$241K 1.21% 19
2023
Q2 		$1.5M Buy
69,733
+5,171
+8% +$109K 1.24% 18
2023
Q1 		$1.39M Buy
64,562
+8,979
+16% +$197K 1.23% 20
2022
Q4 		$1.18M Buy
+55,583
New +$1.18M 1.14% 21

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

RCS Financial Planning's DFAR Position: Q1 2026 in Review

RCS Financial Planning reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.71% in Q1 2026, selling an estimated $11.8K and leaving 68,418 shares worth $1.62M. The position accounts for 0.84% of the portfolio, ranked #20.

RCS Financial Planning first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.52M in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • RCS Financial Planning held 68,418 shares of Dimensional US Real Estate ETF worth $1.62M as of Q1 2026.
  • RCS Financial Planning sold 491 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $11.8K.
  • Dimensional US Real Estate ETF made up 0.84% of RCS Financial Planning's portfolio in Q1 2026, its #20 holding.
  • RCS Financial Planning first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • RCS Financial Planning's Dimensional US Real Estate ETF position peaked at $2.52M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on RCS Financial Planning's 13F filing for Q1 2026, filed 21 Apr 2026.