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Sax Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Sax Wealth Advisors’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 		$1.95M Buy
82,585
+57,571
+230% +$1.48M 0.08% 151
2026
Q1 		$573K Hold
25,014
– – 0.03% 267
2025
Q4 		$573K Sell
25,014
-2,895
-10% -$67.8K 0.03% 275
2025
Q3 		$666K Sell
27,909
-9,254
-25% -$218K 0.04% 231
2025
Q2 		$872K Sell
37,163
-57,307
-61% -$1.33M 0.05% 188
2025
Q1 		$2.25M Sell
94,470
-9,183
-9% -$217K 0.16% 85
2024
Q4 		$2.41M Sell
103,653
-9,255
-8% -$229K 0.19% 65
2024
Q3 		$2.89M Sell
112,908
-1,466
-1% -$35.5K 0.26% 49
2024
Q2 		$2.53M Sell
114,374
-49,824
-30% -$1.07M 0.24% 55
2024
Q1 		$3.67M Sell
164,198
-11,030
-6% -$243K 0.43% 30
2023
Q4 		$3.98M Buy
175,228
+93,428
+114% +$1.91M 0.65% 29
2023
Q3 		$1.6M Buy
81,800
+34,628
+73% +$734K 0.31% 52
2023
Q2 		$1.02M Buy
47,172
+34,595
+275% +$731K 0.2% 65
2023
Q1 		$270K Buy
+12,577
New +$277K 0.06% 143

Other funds holding DFAR

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
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return
OFA
Onyx Financial Advisors Idaho Falls, Idaho $278M AUM 19.67% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
GCA
Gradient Capital Advisors San Diego, California $432M AUM 27.29% 1-Year Est. Return

Sax Wealth Advisors's DFAR Position: Q2 2026 in Review

Sax Wealth Advisors increased its Dimensional US Real Estate ETF (DFAR) stake by 230% in Q2 2026, buying an estimated $1.48M and bringing the position to 82,585 shares worth $1.95M. The position accounts for 0.08% of the portfolio, ranked #151.

Sax Wealth Advisors first reported a position in DFAR in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.98M in Q4 2023. 58 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Sax Wealth Advisors held 82,585 shares of Dimensional US Real Estate ETF worth $1.95M as of Q2 2026.
  • Sax Wealth Advisors bought 57,571 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $1.48M.
  • Dimensional US Real Estate ETF made up 0.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #151 holding.
  • Sax Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q1 2023 and has held it in 14 quarters since.
  • Sax Wealth Advisors's Dimensional US Real Estate ETF position peaked at $3.98M in Q4 2023.
  • 58 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.