SW
DFAR icon

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

Simplicity Wealth’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
2025
Q2 		– Sell
-8,904
Closed -$212K – 602
2025
Q1 		$212K Sell
8,904
-3,116
-26% -$73.5K 0.02% 516
2024
Q4 		$280K Sell
12,020
-637
-5% -$15.8K 0.06% 249
2024
Q3 		$325K Sell
12,657
-387
-3% -$9.37K 0.03% 380
2024
Q2 		$288K Buy
13,044
+1,093
+9% +$23.5K 0.01% 960
2024
Q1 		$267K Buy
+11,951
New +$263K 0.01% 959

Other funds holding DFAR

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 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
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RIP
RAM Investment Partners Bellevue, Washington $569M AUM 16.27% 1-Year Est. Return
MFT
Moisand Fitzgerald Tamayo Orlando, Florida $1.02B AUM 21.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return

Simplicity Wealth's DFAR Position: Q2 2025 in Review

Simplicity Wealth sold out of Dimensional US Real Estate ETF (DFAR) in Q2 2025, closing a stake of 8,904 shares — an estimated $212K sold.

Simplicity Wealth first reported a position in DFAR in Q1 2024 and held it in 5 quarters. The position peaked at $325K in Q3 2024. 256 funds tracked by Wall St. Rank hold DFAR as of Q2 2025.

  • Simplicity Wealth reported no remaining Dimensional US Real Estate ETF position as of Q2 2025 after selling out during the quarter.
  • Simplicity Wealth sold 8,904 Dimensional US Real Estate ETF shares in Q2 2025, an estimated $212K.
  • Simplicity Wealth first reported a position in Dimensional US Real Estate ETF in Q1 2024 and held it in 5 quarters.
  • Simplicity Wealth's Dimensional US Real Estate ETF position peaked at $325K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2025.

Based on Simplicity Wealth's 13F filing for Q2 2025, filed 22 Jul 2025.