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

Rockwood 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
Q2 		$4.01M Sell
153,284
-9,703
-6% -$249K 0.25% 18
2026
Q1 		$3.85M Sell
162,987
-3,812
-2% -$91.6K 0.28% 18
2025
Q4 		$3.82M Sell
166,799
-8,410
-5% -$197K 0.28% 18
2025
Q3 		$4.18M Sell
175,209
-8,776
-5% -$207K 0.33% 18
2025
Q2 		$4.32M Sell
183,985
-14,233
-7% -$330K 0.38% 18
2025
Q1 		$4.71M Sell
198,218
-3,934
-2% -$92.8K 0.48% 16
2024
Q4 		$4.66M Sell
202,152
-14,200
-7% -$352K 0.5% 18
2024
Q3 		$5.55M Sell
216,352
-6,238
-3% -$151K 0.61% 16
2024
Q2 		$4.92M Buy
222,590
+14,781
+7% +$317K 0.6% 16
2024
Q1 		$4.65M Buy
207,809
+5,690
+3% +$125K 0.6% 16
2023
Q4 		$4.6M Buy
202,119
+82,726
+69% +$1.69M 0.67% 16
2023
Q3 		$2.33M Buy
119,393
+7,192
+6% +$153K 0.39% 18
2023
Q2 		$2.41M Buy
112,201
+20,518
+22% +$434K 0.41% 17
2023
Q1 		$1.97M Buy
91,683
+3,901
+4% +$85.8K 0.39% 19
2022
Q4 		$1.86M Buy
87,782
+34,646
+65% +$734K 0.43% 19
2022
Q3 		$1.09M Buy
+53,136
New +$1.26M 0.35% 21

Other funds holding DFAR

RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
BEW
Burton Enright Welch Walnut Creek, California $852M AUM 23.38% 1-Year Est. Return
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return
NBWM
North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Rockwood Wealth Management's DFAR Position: Q2 2026 in Review

Rockwood Wealth Management reduced its Dimensional US Real Estate ETF (DFAR) stake by 6% in Q2 2026, selling an estimated $249K and leaving 153,284 shares worth $4.01M. The position accounts for 0.25% of the portfolio, ranked #18.

Rockwood Wealth Management first reported a position in DFAR in Q3 2022 and has held it in 16 quarters since. The position peaked at $5.55M in Q3 2024. 146 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Rockwood Wealth Management held 153,284 shares of Dimensional US Real Estate ETF worth $4.01M as of Q2 2026.
  • Rockwood Wealth Management sold 9,703 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $249K.
  • Dimensional US Real Estate ETF made up 0.25% of Rockwood Wealth Management's portfolio in Q2 2026, its #18 holding.
  • Rockwood Wealth Management first reported a position in Dimensional US Real Estate ETF in Q3 2022 and has held it in 16 quarters since.
  • Rockwood Wealth Management's Dimensional US Real Estate ETF position peaked at $5.55M in Q3 2024.
  • 146 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Rockwood Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.