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TCI Wealth Advisors’s Dimensional US Real Estate ETF DFAR Stock Holding History

TCI Wealth Advisors’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 		$253K Sell
9,652
-7,024
-42% -$181K 0.01% 232
2026
Q1 		$394K Buy
16,676
+17
+0.1% +$409 0.02% 169
2025
Q4 		$382K Buy
16,659
+627
+4% +$14.7K 0.02% 173
2025
Q3 		$382K Buy
16,032
+2,752
+21% +$64.9K 0.02% 176
2025
Q2 		$312K Buy
13,280
+37
+0.3% +$859 0.02% 181
2025
Q1 		$315K Buy
13,243
+1,492
+13% +$35.2K 0.03% 165
2024
Q4 		$273K Buy
11,751
+1,269
+12% +$31.4K 0.02% 182
2024
Q3 		$269K Sell
10,482
-1,136
-10% -$27.5K 0.02% 196
2024
Q2 		$257K Buy
11,618
+5
+0% +$107 0.02% 192
2024
Q1 		$260K Sell
11,613
-139
-1% -$3.06K 0.03% 183
2023
Q4 		$267K Buy
+11,752
New +$241K 0.03% 172
2023
Q3 		– Sell
-9,499
Closed -$204K – 196
2023
Q2 		$204K Buy
9,499
+1,009
+12% +$21.3K 0.03% 185
2023
Q1 		$182K Buy
8,490
+1,034
+14% +$22.7K 0.02% 195
2022
Q4 		$158K Buy
7,456
+2,345
+46% +$49.7K 0.02% 199
2022
Q3 		$105K Buy
+5,111
New +$121K 0.02% 240

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 $104B AUM 28.3% 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

TCI Wealth Advisors's DFAR Position: Q2 2026 in Review

TCI Wealth Advisors reduced its Dimensional US Real Estate ETF (DFAR) stake by 42% in Q2 2026, selling an estimated $181K and leaving 9,652 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #232.

TCI Wealth Advisors first reported a position in DFAR in Q3 2022 and has held it in 15 quarters since. The position peaked at $394K in Q1 2026. 301 funds tracked by Wall St. Rank hold DFAR as of Q2 2026.

  • TCI Wealth Advisors held 9,652 shares of Dimensional US Real Estate ETF worth $253K as of Q2 2026.
  • TCI Wealth Advisors sold 7,024 Dimensional US Real Estate ETF shares in Q2 2026, an estimated $181K.
  • Dimensional US Real Estate ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #232 holding.
  • TCI Wealth Advisors first reported a position in Dimensional US Real Estate ETF in Q3 2022 and has held it in 15 quarters since.
  • TCI Wealth Advisors's Dimensional US Real Estate ETF position peaked at $394K in Q1 2026.
  • 301 funds tracked by Wall St. Rank held Dimensional US Real Estate ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.