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Steward Partners Investment Advisory’s Dimensional US Real Estate ETF DFAR Stock Holding History

Steward Partners Investment Advisory’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 		$131K Hold
5,008
– – ﹤0.01% 2456
2026
Q1 		$118K Buy
+5,008
New +$120K ﹤0.01% 2286

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RFP
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VT
Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
EGWAG
Elwood & Goetz Wealth Advisory Group Athens, Georgia $676M AUM 26.38% 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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
GOCP
Great Oak Capital Partners South Easton, Massachusetts $463M AUM 21% 1-Year Est. Return

Steward Partners Investment Advisory's DFAR Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Dimensional US Real Estate ETF (DFAR) position steady in Q2 2026 at 5,008 shares worth $131K. The position accounts for ﹤0.01% of the portfolio, ranked #2456.

Steward Partners Investment Advisory first reported a position in DFAR in Q1 2026 and has held it in 2 quarters since. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Steward Partners Investment Advisory held 5,008 shares of Dimensional US Real Estate ETF worth $131K as of Q2 2026.
  • Steward Partners Investment Advisory left its Dimensional US Real Estate ETF share count unchanged in Q2 2026.
  • Dimensional US Real Estate ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2456 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional US Real Estate ETF in Q1 2026 and has held it in 2 quarters since.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.