Squire Investment Management Company’s Dimensional US Real Estate ETF DFAR Stock Holding History

Squire Investment Management Company’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	$3.58M	Buy	136,916 +725	+0.5%	+$18.6K	0.86%	21
2026 Q1	$3.22M	Buy	136,191 +17,268	+15%	+$415K	0.9%	21
2025 Q4	$2.72M	Buy	118,923 +10,394	+10%	+$243K	0.82%	21
2025 Q3	$2.59M	Buy	108,529 +21,083	+24%	+$497K	0.84%	22
2025 Q2	$2.05M	Buy	87,446 +7,446	+9%	+$173K	0.76%	23
2025 Q1	$1.9M	Buy	+80,000	New	+$1.89M	0.79%	21

Other funds holding DFAR

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

Squire Investment Management Company's DFAR Position: Q2 2026 in Review

Squire Investment Management Company increased its Dimensional US Real Estate ETF (DFAR) stake by 0.53% in Q2 2026, buying an estimated $18.6K and bringing the position to 136,916 shares worth $3.58M. The position accounts for 0.86% of the portfolio, ranked #21.

Squire Investment Management Company first reported a position in DFAR in Q1 2025 and has held it in 6 quarters since. 192 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Squire Investment Management Company held 136,916 shares of Dimensional US Real Estate ETF worth $3.58M as of Q2 2026.
Squire Investment Management Company bought 725 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $18.6K.
Dimensional US Real Estate ETF made up 0.86% of Squire Investment Management Company's portfolio in Q2 2026, its #21 holding.
Squire Investment Management Company first reported a position in Dimensional US Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
192 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Squire Investment Management Company's 13F filing for Q2 2026, filed 28 Jul 2026.