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Root Financial Partners’s Dimensional US Real Estate ETF DFAR Stock Holding History

Root Financial Partners’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 		$50.1M Buy
2,117,477
+208,208
+11% +$5.01M 2.32% 10
2025
Q4 		$43.7M Buy
1,909,269
+326,780
+21% +$7.65M 2.23% 11
2025
Q3 		$37.7M Buy
1,582,489
+528,128
+50% +$12.5M 2.33% 10
2025
Q2 		$24.7M Sell
1,054,361
-56,601
-5% -$1.31M 2.39% 11
2025
Q1 		$26.4M Buy
1,110,962
+140,598
+14% +$3.32M 2.81% 9
2024
Q4 		$22.6M Buy
970,364
+221,230
+30% +$5.48M 2.8% 9
2024
Q3 		$19.2M Buy
749,134
+201,518
+37% +$4.88M 3.07% 9
2024
Q2 		$12.1M Buy
547,616
+136,081
+33% +$2.92M 2.83% 9
2024
Q1 		$9.21M Buy
411,535
+72,171
+21% +$1.59M 2.73% 10
2023
Q4 		$7.72M Buy
339,364
+80,946
+31% +$1.66M 2.9% 9
2023
Q3 		$5.04M Buy
258,418
+47,755
+23% +$1.01M 2.67% 9
2023
Q2 		$4.53M Buy
210,663
+80,248
+62% +$1.7M 2.7% 9
2023
Q1 		$2.8M Buy
+130,415
New +$2.87M 2% 9

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
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
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Root Financial Partners's DFAR Position: Q1 2026 in Review

Root Financial Partners increased its Dimensional US Real Estate ETF (DFAR) stake by 11% in Q1 2026, buying an estimated $5.01M and bringing the position to 2,117,477 shares worth $50.1M. The position accounts for 2.32% of the portfolio, ranked #10.

Root Financial Partners first reported a position in DFAR in Q1 2023 and has held it in 13 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Root Financial Partners held 2,117,477 shares of Dimensional US Real Estate ETF worth $50.1M as of Q1 2026.
  • Root Financial Partners bought 208,208 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $5.01M.
  • Dimensional US Real Estate ETF made up 2.32% of Root Financial Partners's portfolio in Q1 2026, its #10 holding.
  • Root Financial Partners first reported a position in Dimensional US Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.