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SJS Investment Consulting’s Dimensional US Real Estate ETF DFAR Stock Holding History

SJS Investment Consulting’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
Q4 		– Sell
-7
Closed -$167 – 2105
2025
Q3 		$167 Hold
7
– – ﹤0.01% 1503
2025
Q2 		$165 Hold
7
– – ﹤0.01% 1415
2025
Q1 		$167 Hold
7
– – ﹤0.01% 1475
2024
Q4 		$163 Hold
7
– – ﹤0.01% 1485
2024
Q3 		$180 Hold
7
– – ﹤0.01% 1520
2024
Q2 		$155 Hold
7
– – ﹤0.01% 1542
2024
Q1 		$157 Sell
7
-718
-99% -$15.8K ﹤0.01% 1520
2023
Q4 		$16.5K Hold
725
– – ﹤0.01% 252
2023
Q3 		$14.2K Sell
725
-994
-58% -$21.1K ﹤0.01% 260
2023
Q2 		$37K Buy
1,719
+109
+7% +$2.31K 0.01% 174
2023
Q1 		$34.6K Buy
1,610
+82
+5% +$1.8K 0.01% 175
2022
Q4 		$32.3K Buy
1,528
+1,090
+249% +$23.1K 0.01% 184
2022
Q3 		$9K Buy
+438
New +$10.4K ﹤0.01% 295

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 $103B AUM 28.65% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $589M AUM 19.26% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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 $625M AUM 16.29% 1-Year Est. Return
RK
Rather & Kittrell Knoxville, Tennessee $648M AUM 14.68% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

SJS Investment Consulting's DFAR Position: Q4 2025 in Review

SJS Investment Consulting sold out of Dimensional US Real Estate ETF (DFAR) in Q4 2025, closing a stake of 7 shares — an estimated $167 sold.

SJS Investment Consulting first reported a position in DFAR in Q3 2022 and held it in 13 quarters. The position peaked at $37K in Q2 2023. 284 funds tracked by Wall St. Rank hold DFAR as of Q4 2025.

  • SJS Investment Consulting reported no remaining Dimensional US Real Estate ETF position as of Q4 2025 after selling out during the quarter.
  • SJS Investment Consulting sold 7 Dimensional US Real Estate ETF shares in Q4 2025, an estimated $167.
  • SJS Investment Consulting first reported a position in Dimensional US Real Estate ETF in Q3 2022 and held it in 13 quarters.
  • SJS Investment Consulting's Dimensional US Real Estate ETF position peaked at $37K in Q2 2023.
  • 284 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q4 2025.

Based on SJS Investment Consulting's 13F filing for Q4 2025, filed 21 Jan 2026.