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Stolz & Associates’s Dimensional US Real Estate ETF DFAR Stock Holding History

Stolz & Associates’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 		$823K Buy
32,405
+1,340
+4% +$32.2K 0.57% 16
2025
Q4 		$711K Buy
+31,065
New +$727K 0.55% 20

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

Stolz & Associates's DFAR Position: Q1 2026 in Review

Stolz & Associates increased its Dimensional US Real Estate ETF (DFAR) stake by 4.3% in Q1 2026, buying an estimated $32.2K and bringing the position to 32,405 shares worth $823K. The position accounts for 0.57% of the portfolio, ranked #16.

Stolz & Associates first reported a position in DFAR in Q4 2025 and has held it in 2 quarters since. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Stolz & Associates held 32,405 shares of Dimensional US Real Estate ETF worth $823K as of Q1 2026.
  • Stolz & Associates bought 1,340 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $32.2K.
  • Dimensional US Real Estate ETF made up 0.57% of Stolz & Associates's portfolio in Q1 2026, its #16 holding.
  • Stolz & Associates first reported a position in Dimensional US Real Estate ETF in Q4 2025 and has held it in 2 quarters since.
  • 286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Stolz & Associates's 13F filing for Q1 2026, filed 22 Apr 2026.