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Strategic Investment Solutions’s Dimensional US Real Estate ETF DFAR Stock Holding History

Strategic Investment Solutions’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 		$917K Sell
35,041
-48
-0.1% -$1.23K 0.21% 74
2026
Q1 		$830K Buy
35,089
+567
+2% +$13.6K 0.2% 75
2025
Q4 		$791K Sell
34,522
-7,027
-17% -$165K 0.19% 74
2025
Q3 		$991K Sell
41,549
-8,127
-16% -$192K 0.26% 62
2025
Q2 		$1.17M Sell
49,676
-57,944
-54% -$1.35M 0.35% 53
2025
Q1 		$2.57M Buy
107,620
+2,189
+2% +$51.6K 0.74% 30
2024
Q4 		$2.64M Buy
105,431
+11,747
+13% +$291K 0.88% 25
2024
Q3 		$2.4M Sell
93,684
-94
-0.1% -$2.28K 0.72% 28
2024
Q2 		$2.22M Buy
+93,778
New +$2.01M 0.72% 28
2023
Q4 		$1.49M Sell
65,639
-1,437,449
-96% -$29.4M 0.26% 56
2023
Q3 		$32M Buy
1,503,088
+1,468,818
+4,286% +$31.2M 0.39% 47
2023
Q2 		$708K Sell
34,270
-21,740
-39% -$460K 0.15% 65
2023
Q1 		$1.2M Sell
56,010
-4,444
-7% -$97.7K 0.24% 68
2022
Q4 		$1.45M Buy
+60,454
New +$1.28M 0.71% 31

Other funds holding DFAR

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

Strategic Investment Solutions's DFAR Position: Q2 2026 in Review

Strategic Investment Solutions reduced its Dimensional US Real Estate ETF (DFAR) stake by 0.14% in Q2 2026, selling an estimated $1.23K and leaving 35,041 shares worth $917K. The position accounts for 0.21% of the portfolio, ranked #74.

Strategic Investment Solutions first reported a position in DFAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $32M in Q3 2023. 300 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • Strategic Investment Solutions held 35,041 shares of Dimensional US Real Estate ETF worth $917K as of Q2 2026.
  • Strategic Investment Solutions sold 48 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $1.23K.
  • Dimensional US Real Estate ETF made up 0.21% of Strategic Investment Solutions's portfolio in Q2 2026, its #74 holding.
  • Strategic Investment Solutions first reported a position in Dimensional US Real Estate ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Dimensional US Real Estate ETF position peaked at $32M in Q3 2023.
  • 300 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.