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

Ruedi 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 		$4M Buy
169,097
+3,865
+2% +$92.9K 1.03% 18
2025
Q4 		$3.78M Sell
165,232
-1,712
-1% -$40.1K 0.99% 20
2025
Q3 		$3.98M Buy
166,944
+990
+0.6% +$23.3K 1.11% 17
2025
Q2 		$3.89M Sell
165,954
-12,603
-7% -$293K 1.16% 16
2025
Q1 		$4.24M Buy
178,557
+12,089
+7% +$285K 1.33% 16
2024
Q4 		$3.87M Sell
166,468
-6,343
-4% -$157K 1.22% 17
2024
Q3 		$4.43M Sell
172,811
-12,423
-7% -$301K 1.52% 17
2024
Q2 		$4.09M Buy
185,234
+7,572
+4% +$163K 1.61% 16
2024
Q1 		$3.97M Buy
177,662
+167
+0.1% +$3.68K 1.67% 14
2023
Q4 		$4.04M Buy
177,495
+30,035
+20% +$615K 1.9% 13
2023
Q3 		$2.88M Buy
147,460
+24,627
+20% +$522K 1.65% 14
2023
Q2 		$2.64M Buy
122,833
+21,807
+22% +$461K 1.55% 14
2023
Q1 		$2.17M Buy
101,026
+5,900
+6% +$130K 1.39% 14
2022
Q4 		$2.04M Buy
+95,126
New +$2.02M 1.44% 14

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

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

Ruedi Wealth Management increased its Dimensional US Real Estate ETF (DFAR) stake by 2.3% in Q1 2026, buying an estimated $92.9K and bringing the position to 169,097 shares worth $4M. The position accounts for 1.03% of the portfolio, ranked #18.

Ruedi Wealth Management first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.43M in Q3 2024. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Ruedi Wealth Management held 169,097 shares of Dimensional US Real Estate ETF worth $4M as of Q1 2026.
  • Ruedi Wealth Management bought 3,865 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $92.9K.
  • Dimensional US Real Estate ETF made up 1.03% of Ruedi Wealth Management's portfolio in Q1 2026, its #18 holding.
  • Ruedi Wealth Management first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Ruedi Wealth Management's Dimensional US Real Estate ETF position peaked at $4.43M in Q3 2024.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Ruedi Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.