Stokes Family Office’s Dimensional US Real Estate ETF DFAR Stock Holding History

Stokes Family Office’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	$993K	Sell	37,956 -208,538	-85%	-$5.36M	0.12%	128
2026 Q1	$5.83M	Sell	246,494 -16,416	-6%	-$395K	0.6%	43
2025 Q4	$6.02M	Buy	262,910 +4,275	+2%	+$100K	0.55%	45
2025 Q3	$6.17M	Buy	258,635 +5,722	+2%	+$135K	0.59%	45
2025 Q2	$5.93M	Buy	252,913 +417	+0.2%	+$9.68K	0.62%	40
2025 Q1	$6M	Buy	+252,496	New	+$5.96M	0.67%	35

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

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

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

Stokes Family Office's DFAR Position: Q2 2026 in Review

Stokes Family Office reduced its Dimensional US Real Estate ETF (DFAR) stake by 85% in Q2 2026, selling an estimated $5.36M and leaving 37,956 shares worth $993K. The position accounts for 0.12% of the portfolio, ranked #128.

Stokes Family Office first reported a position in DFAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $6.17M in Q3 2025. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

Stokes Family Office held 37,956 shares of Dimensional US Real Estate ETF worth $993K as of Q2 2026.
Stokes Family Office sold 208,538 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $5.36M.
Dimensional US Real Estate ETF made up 0.12% of Stokes Family Office's portfolio in Q2 2026, its #128 holding.
Stokes Family Office first reported a position in Dimensional US Real Estate ETF in Q1 2025 and has held it in 6 quarters since.
Stokes Family Office's Dimensional US Real Estate ETF position peaked at $6.17M in Q3 2025.
300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Stokes Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.