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Signature Estate & Investment Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

Signature Estate & Investment 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 		$1.48M Buy
56,427
+930
+2% +$23.9K 0.03% 209
2026
Q1 		$1.31M Buy
55,497
+276
+0.5% +$6.63K 0.03% 225
2025
Q4 		$1.26M Buy
55,221
+30,512
+123% +$715K 0.03% 224
2025
Q3 		$589K Buy
24,709
+15,910
+181% +$375K 0.01% 357
2025
Q2 		$206K Buy
+8,799
New +$204K ﹤0.01% 554

Other funds holding DFAR

HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
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
WDG
Wealth Dimensions Group Cincinnati, Ohio $558M AUM 20.63% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return
UWM
United Wealth Management Charlottesville, Virginia $444M AUM 18.36% 1-Year Est. Return

Signature Estate & Investment Advisors's DFAR Position: Q2 2026 in Review

Signature Estate & Investment Advisors increased its Dimensional US Real Estate ETF (DFAR) stake by 1.7% in Q2 2026, buying an estimated $23.9K and bringing the position to 56,427 shares worth $1.48M. The position accounts for 0.03% of the portfolio, ranked #209.

Signature Estate & Investment Advisors first reported a position in DFAR in Q2 2025 and has held it in 5 quarters since. 182 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Signature Estate & Investment Advisors held 56,427 shares of Dimensional US Real Estate ETF worth $1.48M as of Q2 2026.
  • Signature Estate & Investment Advisors bought 930 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $23.9K.
  • Dimensional US Real Estate ETF made up 0.03% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #209 holding.
  • Signature Estate & Investment Advisors first reported a position in Dimensional US Real Estate ETF in Q2 2025 and has held it in 5 quarters since.
  • 182 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.