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Rialto Wealth Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Rialto Wealth Management’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 		$45.6K Buy
1,927
+11
+0.6% +$264 0.01% 292
2025
Q4 		$43.9K Hold
1,916
– – 0.01% 293
2025
Q3 		$45.7K Buy
1,916
+550
+40% +$13K 0.01% 278
2025
Q2 		$32K Hold
1,366
– – 0.01% 305
2025
Q1 		$32.5K Hold
1,366
– – 0.01% 291
2024
Q4 		$31.8K Buy
+1,366
New +$33.8K 0.01% 292

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

Rialto Wealth Management's DFAR Position: Q1 2026 in Review

Rialto Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 0.57% in Q1 2026, buying an estimated $264 and bringing the position to 1,927 shares worth $45.6K. The position accounts for 0.01% of the portfolio, ranked #292.

Rialto Wealth Management first reported a position in DFAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $45.7K in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Rialto Wealth Management held 1,927 shares of Dimensional US Real Estate ETF worth $45.6K as of Q1 2026.
  • Rialto Wealth Management bought 11 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $264.
  • Dimensional US Real Estate ETF made up 0.01% of Rialto Wealth Management's portfolio in Q1 2026, its #292 holding.
  • Rialto Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2024 and has held it in 6 quarters since.
  • Rialto Wealth Management's Dimensional US Real Estate ETF position peaked at $45.7K in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.