SAG
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SageView Advisory Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

SageView Advisory Group’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 		$2.01M Sell
76,855
-5,210
-6% -$134K 0.07% 153
2026
Q1 		$1.94M Sell
82,065
-3,641
-4% -$87.5K 0.07% 141
2025
Q4 		$1.96M Buy
85,706
+4,543
+6% +$106K 0.07% 150
2025
Q3 		$1.94M Buy
81,163
+1,125
+1% +$26.5K 0.07% 159
2025
Q2 		$1.88M Buy
80,038
+522
+0.7% +$12.1K 0.07% 147
2025
Q1 		$1.89M Sell
79,516
-412
-0.5% -$9.72K 0.08% 135
2024
Q4 		$1.86M Buy
79,928
+1,792
+2% +$44.4K 0.08% 130
2024
Q3 		$2M Sell
78,136
-3,154
-4% -$76.4K 0.1% 111
2024
Q2 		$1.8M Buy
81,290
+760
+0.9% +$16.3K 0.08% 139
2024
Q1 		$1.8M Buy
80,530
+291
+0.4% +$6.41K 0.09% 121
2023
Q4 		$1.75M Buy
80,239
+660
+0.8% +$13.5K 0.08% 163
2023
Q3 		$1.55M Buy
79,579
+3,632
+5% +$77K 0.09% 137
2023
Q2 		$1.63M Buy
75,947
+723
+1% +$15.3K 0.09% 140
2023
Q1 		$1.62M Buy
75,224
+2,873
+4% +$63.2K 0.1% 131
2022
Q4 		$1.53M Buy
+72,351
New +$1.53M 0.12% 116

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

SageView Advisory Group's DFAR Position: Q2 2026 in Review

SageView Advisory Group reduced its Dimensional US Real Estate ETF (DFAR) stake by 6.3% in Q2 2026, selling an estimated $134K and leaving 76,855 shares worth $2.01M. The position accounts for 0.07% of the portfolio, ranked #153.

SageView Advisory Group first reported a position in DFAR in Q4 2022 and has held it in 15 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • SageView Advisory Group held 76,855 shares of Dimensional US Real Estate ETF worth $2.01M as of Q2 2026.
  • SageView Advisory Group sold 5,210 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $134K.
  • Dimensional US Real Estate ETF made up 0.07% of SageView Advisory Group's portfolio in Q2 2026, its #153 holding.
  • SageView Advisory Group first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 15 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.