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Summit Wealth Group’s Dimensional US Real Estate ETF DFAR Stock Holding History

Summit Wealth Group’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 		$2.6M Buy
110,103
+4,686
+4% +$113K 0.6% 34
2025
Q4 		$2.41M Buy
105,417
+2,052
+2% +$48.1K 0.56% 33
2025
Q3 		$2.47M Buy
103,365
+1,661
+2% +$39.2K 0.6% 33
2025
Q2 		$2.39M Buy
101,704
+5,729
+6% +$133K 0.61% 33
2025
Q1 		$2.28M Buy
95,975
+804
+0.8% +$19K 0.67% 30
2024
Q4 		$2.21M Buy
95,171
+3,755
+4% +$93K 0.64% 30
2024
Q3 		$2.34M Sell
91,416
-4,724
-5% -$114K 0.68% 30
2024
Q2 		$2.13M Buy
96,140
+3,807
+4% +$81.8K 0.64% 30
2024
Q1 		$2.06M Buy
92,333
+4,746
+5% +$105K 1.41% 14
2023
Q4 		$1.99M Buy
87,587
+7,521
+9% +$154K 1.56% 13
2023
Q3 		$1.56M Buy
80,066
+2,148
+3% +$45.6K 1.39% 12
2023
Q2 		$1.68M Sell
77,918
-1,297,270
-94% -$27.4M 0.68% 24
2023
Q1 		$64K Buy
+1,375,188
New +$30.2M 1.53% 15

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 $2.57B AUM 21.7% 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 $625M AUM 16.29% 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

Summit Wealth Group's DFAR Position: Q1 2026 in Review

Summit Wealth Group increased its Dimensional US Real Estate ETF (DFAR) stake by 4.4% in Q1 2026, buying an estimated $113K and bringing the position to 110,103 shares worth $2.6M. The position accounts for 0.6% of the portfolio, ranked #34.

Summit Wealth Group first reported a position in DFAR in Q1 2023 and has held it in 13 quarters since. 287 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

  • Summit Wealth Group held 110,103 shares of Dimensional US Real Estate ETF worth $2.6M as of Q1 2026.
  • Summit Wealth Group bought 4,686 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $113K.
  • Dimensional US Real Estate ETF made up 0.6% of Summit Wealth Group's portfolio in Q1 2026, its #34 holding.
  • Summit Wealth Group first reported a position in Dimensional US Real Estate ETF in Q1 2023 and has held it in 13 quarters since.
  • 287 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on Summit Wealth Group's 13F filing for Q1 2026, filed 4 May 2026.