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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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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 $569M AUM 16.27% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 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: Q1 2026 in Review

Stokes Family Office reduced its Dimensional US Real Estate ETF (DFAR) stake by 6.2% in Q1 2026, selling an estimated $395K and leaving 246,494 shares worth $5.83M. The position accounts for 0.6% of the portfolio, ranked #43.

Stokes Family Office first reported a position in DFAR in Q1 2025 and has held it in 5 quarters since. The position peaked at $6.17M in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Stokes Family Office held 246,494 shares of Dimensional US Real Estate ETF worth $5.83M as of Q1 2026.
  • Stokes Family Office sold 16,416 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $395K.
  • Dimensional US Real Estate ETF made up 0.6% of Stokes Family Office's portfolio in Q1 2026, its #43 holding.
  • Stokes Family Office first reported a position in Dimensional US Real Estate ETF in Q1 2025 and has held it in 5 quarters since.
  • Stokes Family Office's Dimensional US Real Estate ETF position peaked at $6.17M in Q3 2025.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Stokes Family Office's 13F filing for Q1 2026, filed 12 May 2026.