TAGStone Capital’s Dimensional US Real Estate ETF DFAR Stock Holding History

TAGStone Capital’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	$808K	Sell	34,171 -3,075	-8%	-$73.9K	0.29%	60
2025 Q4	$853K	Sell	37,246 -6,674	-15%	-$156K	0.32%	56
2025 Q3	$1.05M	Sell	43,920 -1,021	-2%	-$24.1K	0.42%	49
2025 Q2	$1.04M	Buy	44,941 +9,081	+25%	+$211K	0.43%	47
2025 Q1	$852K	Buy	35,860 +2,478	+7%	+$58.4K	0.42%	47
2024 Q4	$777K	Buy	33,382 +5,931	+22%	+$147K	0.38%	45
2024 Q3	$704K	Buy	27,451 +140	+0.5%	+$3.39K	0.36%	48
2024 Q2	$604K	Buy	27,311 +1,928	+8%	+$41.4K	0.34%	50
2024 Q1	$568K	Buy	25,383 +12,530	+97%	+$276K	0.33%	53
2023 Q4	$292K	Buy	+12,853	New	+$263K	0.19%	72

Other funds holding DFAR

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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 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

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 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

TAGStone Capital's DFAR Position: Q1 2026 in Review

TAGStone Capital reduced its Dimensional US Real Estate ETF (DFAR) stake by 8.3% in Q1 2026, selling an estimated $73.9K and leaving 34,171 shares worth $808K. The position accounts for 0.29% of the portfolio, ranked #60.

TAGStone Capital first reported a position in DFAR in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.05M in Q3 2025. 286 funds tracked by Wall St. Rank hold DFAR as of Q1 2026.

TAGStone Capital held 34,171 shares of Dimensional US Real Estate ETF worth $808K as of Q1 2026.
TAGStone Capital sold 3,075 Dimensional US Real Estate ETF shares in Q1 2026, an estimated $73.9K.
Dimensional US Real Estate ETF made up 0.29% of TAGStone Capital's portfolio in Q1 2026, its #60 holding.
TAGStone Capital first reported a position in Dimensional US Real Estate ETF in Q4 2023 and has held it in 10 quarters since.
TAGStone Capital's Dimensional US Real Estate ETF position peaked at $1.05M in Q3 2025.
286 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q1 2026.

Based on TAGStone Capital's 13F filing for Q1 2026, filed 11 May 2026.