SAM
DFAR icon

Satovsky Asset Management’s Dimensional US Real Estate ETF DFAR Stock Holding History

Satovsky Asset 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 		$10.1M Buy
428,038
+5,391
+1% +$130K 1.79% 15
2025
Q4 		$9.68M Buy
422,647
+9,554
+2% +$224K 1.88% 11
2025
Q3 		$9.85M Buy
413,093
+14,152
+4% +$334K 1.97% 11
2025
Q2 		$9.36M Buy
398,941
+9,815
+3% +$228K 1.99% 11
2025
Q1 		$9.25M Buy
389,126
+1,109
+0.3% +$26.2K 2.07% 11
2024
Q4 		$9.03M Sell
388,017
-3,290
-0.8% -$81.5K 2.07% 10
2024
Q3 		$10M Buy
391,307
+5,379
+1% +$130K 2.26% 10
2024
Q2 		$8.53M Buy
385,928
+245,188
+174% +$5.27M 2.05% 10
2024
Q1 		$3.15M Buy
140,740
+8,149
+6% +$180K 0.92% 13
2023
Q4 		$3.02M Sell
132,591
-690
-0.5% -$14.1K 0.94% 13
2023
Q3 		$2.6M Sell
133,281
-7,607
-5% -$161K 0.88% 13
2023
Q2 		$3.03M Sell
140,888
-210,807
-60% -$4.46M 1.02% 13
2023
Q1 		$7.56M Buy
351,695
+32,468
+10% +$714K 2.81% 9
2022
Q4 		$6.75M Buy
319,227
+209,553
+191% +$4.44M 2.8% 8
2022
Q3 		$2.25M Buy
109,674
+94,789
+637% +$2.25M 1.3% 10
2022
Q2 		$346K Buy
+14,885
New +$372K 0.2% 23

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

Satovsky Asset Management's DFAR Position: Q1 2026 in Review

Satovsky Asset Management increased its Dimensional US Real Estate ETF (DFAR) stake by 1.3% in Q1 2026, buying an estimated $130K and bringing the position to 428,038 shares worth $10.1M. The position accounts for 1.79% of the portfolio, ranked #15.

Satovsky Asset Management first reported a position in DFAR in Q2 2022 and has held it in 16 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Satovsky Asset Management held 428,038 shares of Dimensional US Real Estate ETF worth $10.1M as of Q1 2026.
  • Satovsky Asset Management bought 5,391 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $130K.
  • Dimensional US Real Estate ETF made up 1.79% of Satovsky Asset Management's portfolio in Q1 2026, its #15 holding.
  • Satovsky Asset Management first reported a position in Dimensional US Real Estate ETF in Q2 2022 and has held it in 16 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

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