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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
Q2 		$1.83M Buy
69,786
+1,368
+2% +$35.2K 0.86% 20
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 $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

RCS Financial Planning's DFAR Position: Q2 2026 in Review

RCS Financial Planning increased its Dimensional US Real Estate ETF (DFAR) stake by 2% in Q2 2026, buying an estimated $35.2K and bringing the position to 69,786 shares worth $1.83M. The position accounts for 0.86% of the portfolio, ranked #20.

RCS Financial Planning first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.52M in Q3 2024. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • RCS Financial Planning held 69,786 shares of Dimensional US Real Estate ETF worth $1.83M as of Q2 2026.
  • RCS Financial Planning bought 1,368 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $35.2K.
  • Dimensional US Real Estate ETF made up 0.86% of RCS Financial Planning's portfolio in Q2 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 15 quarters since.
  • RCS Financial Planning's Dimensional US Real Estate ETF position peaked at $2.52M in Q3 2024.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on RCS Financial Planning's 13F filing for Q2 2026, filed 22 Jul 2026.